Settings and activity

14 results found

1. Bank reconcile - approvals and log

   114 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  January 18, 2024

2. File column in new voucher bucket

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Anne Wolf shared this idea  ·  October 23, 2023

3. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   56 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anne Wolf supported this idea  ·  October 18, 2023

4. Sandbox Permissions

   23 votes

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

   
   

   Anne Wolf supported this idea  ·  July 12, 2023

5. Custom Field permission by record type

   27 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anne Wolf supported this idea  ·  July 12, 2023

6. Add campaign categories as a filter and field in custom reports

   20 votes

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   1 comment  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anne Wolf supported this idea  ·  May 15, 2023

7. inactive users - remove from assign to task list

   24 votes

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

   
   

   Anne Wolf supported this idea  ·  April 11, 2023

8. Do not send Grant Notify email when a grant is unposted

   26 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  March 16, 2023

9. Public Securities Sort

   24 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anne Wolf supported this idea  ·  December 20, 2022
   An error occurred while saving the comment
   Anne Wolf commented  ·  December 01, 2020  ·  Edit…  ·  Delete…

   On the Public Security Sale screen, please allow sorting by name or symbol, or list alphabetically by one or the other.

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10. export in same order as shown in financial report

    19 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

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    Anne Wolf commented  ·  December 15, 2022  ·  Edit…  ·  Delete…

    I would like to sort grant buckets in alphabetical order and export them in that order, which is the check printing order. Excel alpha sort is different from CSuite sometimes.

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    Anne Wolf supported this idea  ·  December 13, 2022

11. Fiscal Sponsorships/Sponsored Orgs

    24 votes

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

    
    

    Anne Wolf supported this idea  ·  March 24, 2022

12. Allow Donors to Edit/Cancel recurring grant recommendations in the Portal

    67 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Anne Wolf supported this idea  ·  September 13, 2021

13. Recurring Grants - Donor Portal View

    50 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Anne Wolf supported this idea  ·  December 01, 2020

14. Notes: Collapse list to show most recent with ability to show all

    46 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Anne Wolf supported this idea  ·  November 10, 2020