Settings and activity

5 results found

1. yearly tax letter assigned by division, donor or fund

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Tamra Fitzpatrick shared this idea  ·  Jul 30, 2024

2. Journal import field/column mapping

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Tamra Fitzpatrick shared this idea  ·  Jul 30, 2024

3. Multi-Fund Journal Entries and attachments

   19 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

   
   

   Tamra Fitzpatrick supported this idea  ·  Jul 30, 2024

4. Add ability to bulk edit Add Beneficiaries to Funds

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Tamra Fitzpatrick shared this idea  ·  Jul 30, 2024

5. Allow edits to password reset email for fund advisor portal

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Tamra Fitzpatrick shared this idea  ·  Apr 17, 2024