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4 results found

  1. Interfund transfer and promises

    13 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Kelly Siefkin commented  · 

    Interfunds often get lost in the shuffle! Love this idea :)

    Kelly Siefkin supported this idea  · 

  2. Secondary Assignee Notification/Tracking

    11 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Kelly Siefkin commented  · 

    Love the proactive communication!

    Kelly Siefkin supported this idea  · 

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

    97 votes

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    Proposed Idea  ·  6 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  ·