Settings and activity

90 results found

1. 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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   David Weisz supported this idea  ·  Jan 4, 2022

2. Navigation - Add Save option to left side menu

   51 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 4, 2022

3. Back and Forward Button

   61 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

   
   

   David Weisz supported this idea  ·  Jan 4, 2022

4. Task Calendar Invite

   27 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Oct 8, 2021

5. Make spendables a field in both the Fund Summary dashboard and the custom reports

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Sep 15, 2021

6. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   48 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Aug 31, 2021

7. email - integration with Outlook

   87 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jun 16, 2021

8. fund advisor portal grant notification-advisor specific

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  May 27, 2021

9. Admin Fee Edit

   37 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

   
   

   David Weisz supported this idea  ·  Apr 23, 2021

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

    47 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Apr 9, 2021