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Settings and activity

30 results found

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

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Samantha Skipton shared this idea  · 

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

    28 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Samantha Skipton supported this idea  · 

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

    11 votes

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

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

    50 votes

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

  5. email - integration with Outlook

    84 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Samantha Skipton supported this idea  · 

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

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Samantha Skipton shared this idea  · 

  7. 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  ·  Admin →
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    Samantha Skipton supported this idea  · 

  8. Net Deposit amount on Securities Tax Receipt

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Samantha Skipton shared this idea  · 

  9. Combine credit card fees with the donation amount

    116 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Samantha Skipton commented  · 

    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!

    Samantha Skipton supported this idea  · 

  10. Donation Notes/Purpose in Giving Hub

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Admin →
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    Samantha Skipton shared this idea  · 
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