Settings and activity

141 results found

1. board portal

   200 votes

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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

2. Create New Fund Online and Edit Existing Fund Online

   5 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Oct 7, 2022

3. Meal Requests with campaign

   26 votes

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

   
   

   David Weisz supported this idea  ·  Oct 7, 2022

4. General Ledger Search- From>To Accounts

   24 votes

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

   
   

   David Weisz supported this idea  ·  Oct 7, 2022

5. Attached files sorted most recent at the top (or options to select sort).

   40 votes

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   4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Jul 15, 2022

6. 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

   
   

   David Weisz supported this idea  ·  Jul 15, 2022

7. Multiple contacts for Organizations

   45 votes

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

   
   

   David Weisz supported this idea  ·  Jul 15, 2022

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

   29 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jul 15, 2022

9. Color code outward facing fields

   60 votes

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   0 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  ·  Jul 15, 2022

10. Docusign Integration

    138 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 15, 2022

11. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    35 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jul 15, 2022

12. Wealth search third party software to integrate with CSuite

    18 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 15, 2022

13. Link one note to multiple profiles or funds

    47 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jul 15, 2022

14. set distribution amount

    20 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  ·  Jul 15, 2022

15. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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

    
    

    David Weisz supported this idea  ·  Apr 19, 2022

16. 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

    
    

    David Weisz supported this idea  ·  Mar 30, 2022

17. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Mar 30, 2022

18. Admin Fee Report/Audit Support

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Feb 23, 2022

19. Opportunity Tasks Notes Need to Show Up on the Fund

    36 votes

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

    
    

    David Weisz supported this idea  ·  Feb 23, 2022

20. 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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    David Weisz supported this idea  ·  Feb 10, 2022