Settings and activity

14 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.

   15 votes

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   Proposed Idea  ·  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

   19 votes

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   Proposed Idea  ·  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.

   12 votes

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   Proposed Idea  ·  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

   13 votes

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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. Syncing a Csuite campaign into an already existing Mailchimp tag

   34 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Sam Mueller supported this idea  ·  Jul 10, 2024

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

   16 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

7. Multiple Email Options for Communications

   34 votes

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   Under Consideration  ·  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

   29 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

   30 votes

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   4 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

    53 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

    144 votes

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    Under Consideration  ·  5 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

    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

13. board portal

    204 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

    
    

    Sam Mueller supported this idea  ·  Mar 10, 2023

14. Summary report for individual reviewers

    113 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