Settings and activity

164 results found

1. Sync attachments in csuite and glm

   28 votes

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   1 comment  ·  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. Add ability to link Opportunity to a Profile that served as a referral

   33 votes

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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

3. Indicate required fields with an asterisk

   77 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 25, 2023

4. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

   24 votes

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   1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

5. Custom Fields on Scholarship Record - NOT just on Scholarship Award

   27 votes

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   4 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

6. Add Permission to View ACH Details in Profiles

   39 votes

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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

7. Add option to create a letter from a profile

   47 votes

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

   
   

   David Weisz supported this idea  ·  Jan 25, 2023

8. Profile Types & Permissions

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 25, 2023

9. Financial report fund filters

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 25, 2023

10. board portal

    195 votes

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    10 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

11. Create New Fund Online and Edit Existing Fund Online

    4 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

12. Meal Requests with campaign

    22 votes

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    0 comments  ·  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

13. 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

14. Separate the closing of the last period of the year from the closing of the year

    58 votes

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

    
    

    David Weisz supported this idea  ·  Sep 23, 2022

15. 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

16. 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

17. 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

18. 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

19. Color code outward facing fields

    59 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

20. Docusign Integration

    135 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