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8 results found

  1. Multi-platform integrations via Zapier, Make, MuleSoft, or similar middleware

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Patti Biera supported this idea  · 

  2. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

    28 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Patti Biera supported this idea  · 

  3. FA Donation notifications should include tribute information

    81 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Patti Biera supported this idea  · 

  4. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Patti Biera supported this idea  · 

  5. profile search

    28 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Patti Biera supported this idea  · 

  6. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Patti Biera supported this idea  · 

  7. Custom Additional Fields for Tickets in Event Campaigns

    37 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Patti Biera supported this idea  · 

  8. One Log In Across Foundant Platforms

    227 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Patti Biera supported this idea  ·