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Settings and activity

10 results found

  1. Merge suggestion should automatically be removed when an individual is added to household

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Patti Biera shared this idea  · 

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

    29 votes

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

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

    26 votes

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

  4. Task Email Reminder to include task description

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Patti Biera supported this idea  · 

  5. FA Donation notifications should include tribute information

    80 votes

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

  6. 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  · 

  7. profile search

    27 votes

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

  8. Docusign Integration

    143 votes

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

  9. 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  · 

  10. One Log In Across Foundant Platforms

    224 votes

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