Settings and activity

52 results found

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

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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

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

   33 votes

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

3. Copilot (AI) data integration

   11 votes

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

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

   10 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

5. Is it Nickname (Profile field label) or Nick Name (Reporting field label)?

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 20, 2025

6. Include the new nickname field on org profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 20, 2025

7. Custom Grant Fields available in portal

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Julie Dowell shared this idea  ·  Mar 13, 2025

8. Reports: Change Label field to Mailing Label

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

9. Filtering should include nulls/blanks unless the filter is to exclude it

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Mar 12, 2025

10. Select users to share custom reports with instead of sharing with everyone

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Mar 12, 2025

11. Portal: staff approval option for profile edits

    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Feb 12, 2025

12. Donor Portal Financials - Only Allow Reporting on Closed Periods

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Feb 12, 2025

13. Pop-up Communications for Fund Advisors that show in the Portal

    46 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Feb 12, 2025

14. Login As --Removes user's existing login

    268 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Feb 12, 2025

15. proxy new portal

    3 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Feb 11, 2025

16. 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

17. Navigation - Add Save option to left side menu

    52 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Oct 3, 2024

18. 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

19. board portal

    208 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Julie Dowell supported this idea  ·  Apr 25, 2024

20. FA Donation notifications should include tribute information

    82 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 25, 2024