Settings and activity

207 results found

1. add a team member to fund steward

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

2. Custom Field on Notes

   35 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Aug 19, 2024

3. Collapse/Expand Files

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 25, 2024

4. For Profiles that are flagged Do not Mail

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 25, 2024

5. Add Donation Advisor Field to Donation Import File

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 25, 2024

6. File Category Sort Order

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 16, 2024

7. Attach Tasks to Profiles

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 16, 2024

8. Reports: Freeze the column headers

   48 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jun 21, 2024

9. Annual grant letter for an organization - customized merge fields

   14 votes

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   2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Lorna Sandberg supported this idea  ·  Jun 18, 2024

10. Opportunity should show on Fund Profile

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024

11. mobile app

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024

12. Accessing attached files and notes on profiles from any designation

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 14, 2024

13. Ability to Bulk Export Evaluations

    8 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 4, 2024

14. Batch Create Merge letters from Approval Buckets

    10 votes

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    0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    This workflow today can be completed from Request and Decision. 

    
    

    -sammie

    Lorna Sandberg supported this idea  ·  Jun 4, 2024

15. Add Email address "Other Detail" to a reporting object.

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    14 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  May 8, 2024

16. Fund Created Field - not a date stamp

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 23, 2024

17. Grant description field should be larger so it can be viewed without scrolling

    19 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 23, 2024

18. Reporting for multiple objects at once

    13 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 23, 2024

19. Add "Abandoned" requests as its own category on the dashboard

    12 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Apr 12, 2024

20. Ability to link incoming e-mails directly to a request/organization

    14 votes

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    3 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Feedback Needed  ·  AdminSammie Holzwarth (Product Manager, Foundant Technologies) responded

    We are continuing to understand the  needs and workflows for emails that need to come back into the system. 

    
    

    What providers are people using? 

    Are there emails other than responses to system messages that need to live in the system? 

    If an email was sent in relation to a request, example for submitted, where would you want to view that email from? 

    
    

    Any thoughts are very helpful

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    Lorna Sandberg commented  ·  Apr 12, 2024  ·  Edit…  ·  Delete…

    Ideally it would be great if CSuite integrated with Microsoft Outlook, so we could send from Outlook and attach to a profile as we were sending it. (no uploading or notes needed). At a previous position we had Salesforce, and this worked great. From what I remember, we didn't have to send from the system (while we could). And we could then use the system to triage emails as "cases" and assigned to the respective staff person to address and resolve.

    Save Submitting...
    Lorna Sandberg supported this idea  ·  Feb 8, 2024