Settings and activity

312 results found

1. Outlook integration - need to be able to choose app so you can attach to CSuite as soon as email sent

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg shared this idea  ·  Jul 4, 2025

2. Outlook integration - attach to a fund or funds, profile or profiles and note type, and sticky; create a task

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg shared this idea  ·  Jul 4, 2025

3. Foundant for Outlook add-in: add date to note

   14 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 4, 2025

4. Expand capability of "add note to CSuite" Outlook integration

   81 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 4, 2025

5. Include attachments from emails when using the new Outlook Integration.

   21 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 4, 2025

6. Bring Fund Advisor Portal portion from Fund level to Fund Advisor level

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 4, 2025

7. Search Bar for GLM

   17 votes

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   Planned  ·  0 comments  ·  GLM & SLM Idea Lab » Search  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 4, 2025

8. Administrator Comments Visible to Collaborators

   2 votes

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   0 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 4, 2025

9. Sync comments between GLM and C-Suite

   6 votes

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   0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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   Lorna Sandberg supported this idea  ·  Jul 4, 2025

10. Evaluators able to view follow-ups

    3 votes

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    1 comment  ·  GLM & SLM Idea Lab » Reviewing  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 4, 2025

11. Melanie.Frazier@state.mn.us

    4 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 4, 2025

12. Customize Data in Metrics Dashboard

    2 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 4, 2025

13. Fund Advisor Portal Reports

    2 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 4, 2025

14. Fundraising Campaigns - Campaign Profiles Tab/Profile Engagement Tab

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 2, 2025

15. open pledge/promise page details

    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 2, 2025

16. Auto-populate 'Service Area' using the list of Cities/States defined for each Service Area

    8 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 2, 2025

17. new fund advisor

    4 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 2, 2025

18. Attach file to fund statements

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 2, 2025

19. Attach a file to fund statements

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jul 2, 2025

20. Archiving Campaigns

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lorna Sandberg supported this idea  ·  Jun 27, 2025