Settings and activity

74 results found

1. Move Add Opportunities to the Engagement tab

   17 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Julie Dowell commented  ·  Aug 29, 2025  ·  Edit…  ·  Delete…

   It just makes sense! I keep looking for the Add Opportunities on the Engagement tab. Then I remember that I have to go to the Relationship tab to add the opportunity, and then go back to the Engagement tab to work on the opportunity.

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   Julie Dowell supported this idea  ·  Aug 29, 2025

2. Giving Hub link for guest Donations to Funds marked Private

   21 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Aug 28, 2025

3. Outlook integration - need to be able to choose app so you can attach to CSuite as soon as email sent

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Aug 28, 2025

4. Donor Portal App

   8 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Aug 28, 2025

5. Expand capability of "add note to CSuite" Outlook integration

   85 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Aug 15, 2025

6. Custom Field permission by record type

   33 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Julie Dowell supported this idea  ·  Aug 15, 2025

7. Bulk Edit - Payment schedule date and grant date

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   85 votes

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   12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Julie Dowell supported this idea  ·  Aug 15, 2025

8. Change Fund Group at a Point in Time

   97 votes

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   10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Julie Dowell supported this idea  ·  Aug 15, 2025

9. Ability to edit Profile Fund Link categories versus deleting and relinking

   60 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Aug 15, 2025

10. Add Email address "Other Detail" to a reporting object.

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    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 15, 2025

11. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 15, 2025

12. Vendor Permissions Separate From Profile Permissions

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 15, 2025

13. Print column headings on multiple pages of pdf reports from "print page"

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 15, 2025

14. Show Deleted Profiles in the Log

    21 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 15, 2025

15. Use organization domain for email communications

    42 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 15, 2025

16. Include attachments from emails when using the new Outlook Integration.

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 7, 2025

17. Calendar View in CommunitySuite

    15 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 7, 2025

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

    29 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Aug 7, 2025

19. Copilot (AI) data integration

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 7, 2025

20. Allow for the specification of 'Note Type' when using Foundant for Outlook Add-On

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Aug 5, 2025