Settings and activity

53 results found

1. Docusign Integration

   143 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

2. Ability to build custom dashboards

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   51 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

3. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   66 votes

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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

4. Donor Contact

   23 votes

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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

5. email - integration with Outlook

   86 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Leeann Wright commented  ·  Jun 7, 2024  ·  Edit…  ·  Delete…

   AND Gmail, for those of us not using outlook. :)

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   Leeann Wright supported this idea  ·  Jun 7, 2024

6. Multiple contacts for Organizations

   45 votes

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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

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

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

8. Profile changes (ex: name, address) should not update historical information.

   53 votes

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

   
   

   Leeann Wright supported this idea  ·  Jun 7, 2024

9. Make tasks viewable to all when in a profile or household

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Leeann Wright supported this idea  ·  Jun 7, 2024

10. Flag Duplicate Addresses

    26 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

11. GLM/SLM changes syncing with csuite profiles

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

12. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

13. birthday - option to not include year

    113 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

14. Sync attachments in csuite and glm

    28 votes

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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

15. New hire training videos that I could assign upon hire

    23 votes

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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

16. 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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

17. idea lab

    29 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Under Consideration  ·  Holly Spitz responded

    Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

    Leeann Wright supported this idea  ·  Jun 7, 2024

18. mobile app

    25 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Leeann Wright supported this idea  ·  Jun 7, 2024

19. Make Opportunity Type Inactive

    28 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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024

20. Link Tasks to the Stages in Opportunities

    32 votes

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

    
    

    Leeann Wright supported this idea  ·  Jun 7, 2024