Settings and activity

4 results found

1. Interfund transfer and promises

   3 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Kelly Siefkin supported this idea  ·  Aug 28, 2025

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

   81 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Kelly Siefkin commented  ·  Feb 13, 2025  ·  Edit…  ·  Delete…

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

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   Kelly Siefkin supported this idea  ·  Feb 13, 2025

3. add a team member to fund steward

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kelly Siefkin shared this idea  ·  Aug 12, 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

   
   

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   Kelly Siefkin commented  ·  Apr 11, 2023  ·  Edit…  ·  Delete…

   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.

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   Kelly Siefkin supported this idea  ·  Apr 11, 2023