Settings and activity

13 results found

1. Add filters to grant document bucket

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 27, 2024

2. email - integration with Outlook

   83 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

3. Docusign Integration

   131 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

4. Secure option to obtain ACH information

   193 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

5. profiles: display relationship and engagement tab numbers

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   63 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

6. Recurring Alerts on Home Menu

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   91 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

7. Provide the option to show grant payment activity on fund statements.

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

8. Add multiple payment types and banking information to profiles

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

9. Bank reconcile - approvals and log

   128 votes

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   Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Mar 19, 2024

10. check void date

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Francisco Gozalo supported this idea  ·  Mar 19, 2024

11. Bank Reconciliation Note Section (Left Side Menu)

    13 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Francisco Gozalo shared this idea  ·  Mar 19, 2024

12. internal grant upload

    48 votes

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    10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    An error occurred while saving the comment
    Francisco Gozalo commented  ·  Nov 30, 2023  ·  Edit…  ·  Delete…

    This would be extremely helpful, especially during our Giving Days Campaigns.

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    Francisco Gozalo supported this idea  ·  Nov 30, 2023

13. Balance Swap Account Filter shows closed accounts

    16 votes

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

    
    

    Francisco Gozalo supported this idea  ·  Aug 22, 2023