Settings and activity

14 results found

1. deceased

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Samantha Skipton supported this idea  ·  Feb 11, 2025

2. Customize Your Information Settings Per Campaign- Individual/Household/Organization

   10 votes

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   1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 7, 2025

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

   131 votes

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   Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Feb 7, 2025

4. View Only permission option for Log In As in New Portal

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Samantha Skipton shared this idea  ·  Feb 7, 2025

5. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

   105 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Samantha Skipton commented  ·  Feb 7, 2025  ·  Edit…  ·  Delete…

   1000% - THIS!!!! Please make this a priority for upcoming updates.

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   Samantha Skipton supported this idea  ·  Feb 7, 2025

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

   27 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

   
   

   Samantha Skipton supported this idea  ·  Jan 15, 2025

7. Foundant for Outlook add-in: add date to note

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Jan 15, 2025

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

   38 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Jan 15, 2025

9. email - integration with Outlook

   83 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Samantha Skipton supported this idea  ·  Jan 15, 2025

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

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Samantha Skipton shared this idea  ·  Jan 15, 2025

11. New Portal - Grant Request History Export to show Advisor Name field

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Samantha Skipton supported this idea  ·  Nov 18, 2024

12. Net Deposit amount on Securities Tax Receipt

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    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Samantha Skipton shared this idea  ·  Sep 25, 2024

13. Combine credit card fees with the donation amount

    115 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Samantha Skipton commented  ·  Sep 18, 2024  ·  Edit…  ·  Delete…

    Would love to see the online donation credit card processing fee be pulled with the original online donation, not separated out with two donations. Thanks!

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    Samantha Skipton supported this idea  ·  Sep 18, 2024

14. Donation Notes/Purpose in Giving Hub

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Samantha Skipton shared this idea  ·  Sep 18, 2024