Settings and activity

38 results found

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

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

2. default text in content

   21 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

3. FA Donation notifications should include tribute information

   82 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

4. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

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

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

6. Bio field on primary profile page

   19 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

7. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

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

   91 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

9. Custom Reports: Opportunity Tasks & Notes

   113 votes

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   Under Consideration  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

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

    261 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

11. Merge Funds

    8 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    EmilyFisher shared this idea  ·  Feb 19, 2025

12. fund balance on fund history page

    31 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 19, 2025

13. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 19, 2025

14. Attach Tasks to Profiles

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Dec 20, 2024

15. Last Donation Date does not reflect accurate last gift date

    117 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Dec 20, 2024

16. board portal

    205 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
    EmilyFisher supported this idea  ·  Dec 20, 2024

17. birthday - option to not include year

    117 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Dec 20, 2024

18. profiles: display relationship and engagement tab numbers

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    69 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Dec 20, 2024