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5 results found

  1. Secondary Assignee Notification/Tracking

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Kelly Siefkin commented  · 

    Love the proactive communication!

    Kelly Siefkin supported this idea  · 

  2. Interfund transfer and promises

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Kelly Siefkin supported this idea  · 

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

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Kelly Siefkin commented  · 

    Thrilled for Outlook integration. Tying to opportunity is critical as that is where our Foundation stores notes on current solicitations.

    Kelly Siefkin supported this idea  · 

  4. add a team member to fund steward

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kelly Siefkin shared this idea  · 

  5. Donor Contact

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Kelly Siefkin commented  · 

    Would love a feature to use in the BCC line with donor communication so a copy of the e-mail is saved in the system.

    Kelly Siefkin supported this idea  ·