Settings and activity

162 results found

1. steward

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

2. Journal entry order: keep in entry/import order

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

3. Merge Funds

   5 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican commented  ·  Apr 30, 2025  ·  Edit…  ·  Delete…

   I literally just came here to suggest this! This happens from time to time, and we have to put alerts on the new fund to check the old fund for history, etc. It's clunky and I always worry that the historical information will not be reported correctly to fund reps, especially if the old fund is closed.

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   Michele Jeican supported this idea  ·  Apr 30, 2025

4. Fund Reminders

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

5. Only open funds in FUNDS search bar

   4 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

6. Fund Anniversary with Thank You Letter Template

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Apr 30, 2025

7. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   49 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

8. Grant Catalog in Left Menu of new Portal

   38 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

9. Additional Color Style Selections, please!

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Michele Jeican supported this idea  ·  Mar 26, 2025

10. Simplify/Merge the Grant Request screens

    92 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Mar 26, 2025

11. Fund Advisor - Student Data

    28 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Mar 26, 2025

12. Fund Advisor Options - Donations and Grants Emails

    • 

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 13, 2025

13. Check register to include all check numbers, even "combined' checks

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 4, 2025

14. Candid Search in Portal

    11 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 4, 2025

15. Donor Portal Financials - Only Allow Reporting on Closed Periods

    90 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Feb 4, 2025

16. Duplicate Grants

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

17. Add Fund field for templates should allow for shortname also

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

18. Anonymous flag should show on Grants grid in Grantee profile and on Fund Grants Report

    19 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

    
    

    Michele Jeican supported this idea  ·  Dec 17, 2024

19. Formatting for "Amount" fields in all Content areas

    71 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Dec 17, 2024

20. Grant Approval with Vouchers

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michele Jeican supported this idea  ·  Nov 6, 2024