Settings and activity

18 results found

1. Permission to Delete Others' Shared Reports

   32 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Jul 10, 2024

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

   25 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

3. Bulk Delete Profiles from Campaign

   35 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Jul 10, 2024

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

   12 votes

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   4 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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

5. Allow notes to be added to closed funds

   13 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

6. Edit Guest Fields on Tickets in Campaigns

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Apr 11, 2024

7. Multiple Email Options for Communications

   24 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

8. Sync attachments in csuite and glm

   23 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

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

   25 votes

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   2 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

10. ApplePay, PayPal, Venmo integration

    38 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

11. Docusign Integration

    128 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

12. Allow Editing/Deleting the Automatic Pledge Adjustment

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Dec 21, 2023

13. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Aug 23, 2023

14. Campaigns Without Tickets for Online Donations

    92 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

15. 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

16. board portal

    167 votes

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    8 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

17. Summary report for individual reviewers

    105 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

18. Campaigns and Opportunities Flag When Entering Donation

    47 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Sam Mueller supported this idea  ·  Dec 27, 2018