Settings and activity

185 results found

1. set distribution amount

   19 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Jul 15, 2022

2. Column View for ALL financial reports

   24 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Jul 15, 2022

3. Allow Users to Adjust Font Size

   21 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  May 6, 2022

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

   18 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Apr 19, 2022

5. Change Fund Group at a Point in Time

   86 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Mar 30, 2022

6. investment strategy: option set a dollar amount

   17 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   David Weisz supported this idea  ·  Mar 30, 2022

7. Admin Fee Report/Audit Support

   28 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   David Weisz supported this idea  ·  Feb 23, 2022

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

   33 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Feb 23, 2022

9. Bank Reconciliation with Outstanding Items List

   34 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   David Weisz supported this idea  ·  Feb 10, 2022

10. One Log In Across Foundant Platforms

    208 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    David Weisz supported this idea  ·  Feb 10, 2022

11. Enable Custom Account Types

    34 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Feb 10, 2022

12. Filter by custom field

    12 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jan 17, 2022

13. Custom Field Type - number option

    21 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jan 17, 2022

14. Turn off notifications when deactivating CSuite user

    38 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jan 17, 2022

15. Donor/Fund Advisor Portal Donate Tab

    36 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    David Weisz supported this idea  ·  Jan 4, 2022

16. Fund statements - sort by fund advisor or fund

    30 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jan 4, 2022

17. Notes: Collapse list to show most recent with ability to show all

    48 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    David Weisz supported this idea  ·  Jan 4, 2022

18. Navigation - Add Save option to left side menu

    51 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jan 4, 2022

19. Back and Forward Button

    58 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Jan 4, 2022

20. Cancel Interfund Grant/Donation

    20 votes

    Vote Vote Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Vote

    We’ll send you updates on this idea

    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    David Weisz supported this idea  ·  Dec 23, 2021