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38 results found

  1. Balance Swap Account Filter shows closed accounts

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christine Stammer shared this idea  · 

  2. chat box

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Christine Stammer commented  · 

    Yes - this is most annoying

    Christine Stammer supported this idea  · 

  3. Numbers Formatting

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Christine Stammer supported this idea  · 

  4. Select Share Document [Yes/No] when uploading a file

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Christine Stammer commented  · 

    Also "Sticky". It is very frustrating to upload a file and then have to "edit" the file options in order to mark it sticky. At least on "Share" there is a Yes/No option you can click without having to edit. But sticky you have to use edit in order to mark it as such. We make the fund agreement "sticky" for every fund. It is something we use every time a fund is opened and we are working on updating the files on all our existing funds to be organized with the fund agreement at the top.

    Both options should just be available at the time of file upload.

    Christine Stammer supported this idea  · 

  5. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christine Stammer supported this idea  · 

  6. Financials: fund balance (show $0 balance funds)

    27 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Christine Stammer supported this idea  · 

  7. History of Fund Advisors for a Fund

    43 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Christine Stammer supported this idea  · 

  8. Back and Forward Button

    58 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Christine Stammer supported this idea  · 

  9. Admin Fee Edit

    33 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Christine Stammer commented  · 

    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.

    Christine Stammer shared this idea  · 

  10. Change Fund Group at a Point in Time

    86 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Christine Stammer supported this idea  · 

  11. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Christine Stammer supported this idea  · 

  12. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    81 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Christine Stammer supported this idea  · 

  13. Beneficiary "On hold" or Inactive

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Stammer shared this idea  · 

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

    33 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Stammer supported this idea  · 

  15. Navigation - Add Save option to left side menu

    51 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Christine Stammer supported this idea  · 

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

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Christine Stammer supported this idea  · 

  17. Fund statements - sort by fund advisor or fund

    30 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Christine Stammer commented  · 

    We have found that it is sorting by the fund advisor "mailing label" which for us can be odd due to how the system handles organizations, etc. Not all of our fund advisors have something in the mailing label field. So then the system handles those that are blank even more oddly.

    Christine Stammer supported this idea  · 

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

    42 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christine Stammer supported this idea  · 
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