Joel Schwartz
My feedback
43 results found
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47 votesJoel Schwartz supported this idea ·
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22 votesUnder Consideration · 4 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Joel Schwartz supported this idea ·
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5 votesJoel Schwartz shared this idea ·
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28 votesUnder Consideration · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded
The option to donate as a household was added to the checkout process on 10/13/2023. Here is the release note: Donation Portal: Added a radio button for Households. This give donors the ability to record their donations to as a Household when donating.
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36 votesJoel Schwartz supported this idea ·
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19 votesUnder Consideration · 1 comment · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Admin →Joel Schwartz supported this idea ·
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5 votesJoel Schwartz shared this idea ·
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50 votesJoel Schwartz supported this idea ·
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66 votesUnder Consideration · 6 comments · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Admin →Joel Schwartz supported this idea ·
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12 votesJoel Schwartz supported this idea ·
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An error occurred while saving the comment Joel Schwartz shared this idea · -
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21 votesJoel Schwartz supported this idea ·Joel Schwartz shared this idea ·
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5 votesJoel Schwartz supported this idea ·
It would really be nice if there was an option to export the selections in a custom report so that they could be imported back if needed. This would allow us to either design a report in the Sandbox, export the settings, and then import them in Live. Or maybe more commonly, retrieve the selections from Sandbox if you made changes in Live that you'd like to revert back to, available in the Sandbox.