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62 results found

  1. Docusign Integration

    131 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Julie Dowell commented  · 

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

    Julie Dowell supported this idea  · 

  2. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Julie Dowell supported this idea  · 

  3. 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  ·  Admin →
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    Julie Dowell supported this idea  · 

  4. Make Opportunity Type Inactive

    27 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  5. Opportunity Pop Up Notification

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  6. Add ability to link Opportunity to a Profile that served as a referral

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  7. Link Tasks to the Stages in Opportunities

    23 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  8. Deceased profiles linked to opportunities

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  9. Opportunity Task Workflow

    43 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  10. Change opportunities to the engagement tab

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  11. Household opportunities should show on Individual profiles

    58 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Julie Dowell supported this idea  · 

  12. stripe donations highlighted on dashboard

    13 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Julie Dowell supported this idea  · 

  13. Ability to build custom dashboards

    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Julie Dowell supported this idea  · 

  14. profile search

    29 votes

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    3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  15. Donor Contact

    23 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  16. Preferred Contact Profile Field

    28 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  17. new profile

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  18. email - integration with Outlook

    83 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  19. Add option to create a letter from a profile

    47 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  20. Linking profiles to funds- multiple links at a time

    58 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 
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