Settings and activity

283 results found

1. Merge suggestion should automatically be removed when an individual is added to household

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Sep 29, 2023

2. Email history sort by date sent is incorrect

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   7 votes

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   0 comments  ·  GLM & SLM Idea Lab » Dates  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 29, 2023

3. Email receipt

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 29, 2023

4. Move "Choose File Type" in Create Documents

   14 votes

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   1 comment  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2023

5. merged templates default

   8 votes

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   0 comments  ·  GLM & SLM Idea Lab » Merge Docs  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2023

6. Draft Emails

   16 votes

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   0 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 21, 2023

7. 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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   Lorna Sandberg supported this idea  ·  Aug 11, 2023

8. Batch attach file to grant

   21 votes

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   3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lorna Sandberg supported this idea  ·  Aug 11, 2023

9. Ability to build custom dashboards

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   51 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 24, 2023

10. Multiple contacts for Organizations

    45 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Jul 17, 2023

11. Automated Workflows for Donor Stewardship

    23 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 6, 2023

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

    29 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

    
    

    Lorna Sandberg supported this idea  ·  Jun 30, 2023

13. Option to hide questions on forms that are no longer relevant

    9 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 30, 2023

14. Viewing all notes for a Household profile and any members

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lorna Sandberg supported this idea  ·  Jun 30, 2023

15. Duplicate Profiles

    19 votes

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

    
    

    Lorna Sandberg supported this idea  ·  Jun 19, 2023

16. Opportunity Task Workflow

    51 votes

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

    
    

    Lorna Sandberg supported this idea  ·  May 18, 2023

17. Ability to add attachments

    12 votes

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    1 comment  ·  GLM & SLM Idea Lab » Form Building  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 15, 2023

18. Show Password to user logging in

    10 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 12, 2023

19. Blank Tabs grayed out or different color

    21 votes

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

    
    

    Lorna Sandberg supported this idea  ·  May 9, 2023

20. Sending emails in csuite

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    12 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A rich text editor was released on 9/12/2024. Here is the release note:

    Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

    Lorna Sandberg supported this idea  ·  May 3, 2023