Settings and activity

30 results found

1. History of Fund Advisors for a Fund

   45 votes

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

   
   

   Christine Stammer supported this idea  ·  Oct 11, 2022

2. Back and Forward Button

   60 votes

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

   
   

   Christine Stammer supported this idea  ·  Jul 20, 2022

3. Admin Fee Edit

   35 votes

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

   
   

   An error occurred while saving the comment
   Christine Stammer commented  ·  Apr 26, 2022  ·  Edit…  ·  Delete…

   It would be very helpful if system calculated admin fees could be edit individually prior to posting. Similar to how distribution/spending calculations can be edited prior to posting.

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   Christine Stammer shared this idea  ·  Apr 26, 2022

4. Change Fund Group at a Point in Time

   91 votes

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

   
   

   Christine Stammer supported this idea  ·  Apr 26, 2022

5. One Log In Across Foundant Platforms

   224 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Apr 26, 2022

6. Beneficiary "On hold" or Inactive

   16 votes

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

   
   

   Christine Stammer shared this idea  ·  Mar 17, 2022

7. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   44 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Mar 17, 2022

8. Navigation - Add Save option to left side menu

   51 votes

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   2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Christine Stammer supported this idea  ·  Apr 14, 2021

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

   55 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Christine Stammer supported this idea  ·  Apr 14, 2021

10. Bank reconciliations - option to hide checked items for easier list of open transactions

    46 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Christine Stammer supported this idea  ·  Feb 2, 2021