Settings and activity

19 results found

1. 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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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Sam Mueller commented  ·  Feb 23, 2025  ·  Edit…  ·  Delete…

   Could be similar to the 'assigned' field in opportunities!

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   Sam Mueller supported this idea  ·  Feb 23, 2025

2. Bio field on primary profile page

   11 votes

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   8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Sam Mueller shared this idea  ·  Feb 19, 2025

3. Add a footer to the online donation page in Giving Hub.

   11 votes

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   5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Sam Mueller shared this idea  ·  Feb 6, 2025

4. Editable Unique URL for Funds

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Feb 6, 2025

5. Ability to move the search bar on the "Donate to a Fund" page in new Giving Hub

   8 votes

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   5 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Sam Mueller shared this idea  ·  Feb 6, 2025

6. Syncing a Csuite campaign into an already existing Mailchimp tag

   28 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Jul 10, 2024

7. Add ability to view grants in a tab on the fund page

   13 votes

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   4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   From the left side menu of the Fund, their is a history option.  From that screen, you can select the Grant amount and get a historical list of all the grants.  There is also an option in reports to display all grants.  Select reports, grants, then the relative date of all.

   Sam Mueller shared this idea  ·  Jul 10, 2024

8. Allow notes to be added to closed funds

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Jul 10, 2024

9. Multiple Email Options for Communications

   26 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Apr 11, 2024

10. Sync attachments in csuite and glm

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sam Mueller supported this idea  ·  Jan 30, 2024

11. 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

    
    

    Sam Mueller supported this idea  ·  Jan 30, 2024

12. ApplePay, PayPal, Venmo integration

    46 votes

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    3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sam Mueller supported this idea  ·  Jan 30, 2024

13. Docusign Integration

    132 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Jan 30, 2024

14. Allow Editing/Deleting the Automatic Pledge Adjustment

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Dec 21, 2023

15. Closed Funds should appear in Red in Relationships tab

    93 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Aug 23, 2023

16. Campaigns Without Tickets for Online Donations

    106 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Aug 23, 2023

17. Preferred Contact Profile Field

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    28 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

    
    

    Sam Mueller supported this idea  ·  Apr 20, 2023

18. board portal

    190 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sam Mueller supported this idea  ·  Mar 10, 2023

19. Summary report for individual reviewers

    106 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Jun 17, 2021