Settings and activity

64 results found

1. Set both a default email tax receipt and print tax receipt templates by fund

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Oct 10, 2024

2. Tax Receipt Template Logic - "Fund" Assigned Should get the highest value

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Oct 10, 2024

3. Navigation - Add Save option to left side menu

   51 votes

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   2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Julie Dowell supported this idea  ·  Oct 3, 2024

4. assign check template by fund

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Oct 3, 2024

5. Check Alert for Funds

   5 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  ·  Oct 3, 2024

6. Closed Funds should appear in Red in Relationships tab

   81 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 25, 2024

7. board portal

   167 votes

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

   
   

   Julie Dowell supported this idea  ·  Apr 25, 2024

8. Create ability to attach files to a note

   89 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 25, 2024

9. FA Donation notifications should include tribute information

   65 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 25, 2024

10. Ticket Purchaser & Guests In One Spot

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

11. Custom Additional Fields for Tickets in Event Campaigns

    31 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

12. Campaigns Without Tickets for Online Donations

    92 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

13. auto receipt - ability to disable by campaign

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024

14. Ticket Purchasing: Multiple Ticket Types option on one screen

    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

15. Add to Calendar on Emailed Event Receipt and/or Event page

    30 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

16. Automated Workflows for Donor Stewardship

    21 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Julie Dowell commented  ·  Apr 16, 2024  ·  Edit…  ·  Delete…

    Workflow design is a must for a CRM. If we can't have integrated workflows, then lots of critical data is living outside of our Csuite database and we hope and pray that users add the information to Csuite. That is not best practice.

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    Julie Dowell supported this idea  ·  Apr 16, 2024

17. Docusign Integration

    128 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Dowell commented  ·  Apr 16, 2024  ·  Edit…  ·  Delete…

    It would be great to have DocuSign integrated with CSuite. All of our agreements are signed in DocuSign.

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    Julie Dowell supported this idea  ·  Apr 16, 2024

18. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

19. Allow bulk updates via data imports (csv with unique IDs)

    15 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  ·  Apr 16, 2024

20. Make Opportunity Type Inactive

    27 votes

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

    
    

    Julie Dowell supported this idea  ·  Apr 16, 2024