Settings and activity

13 results found

1. Login As --Removes user's existing login

   207 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Francisco Gozalo supported this idea  ·  Apr 17, 2025

2. Portal: ACH Option

   63 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Francisco Gozalo supported this idea  ·  Apr 10, 2025

3. Add File Upload to ACH/Bank Info Section in Portal

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Francisco Gozalo supported this idea  ·  Apr 10, 2025

4. Add filters to grant document bucket

   9 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

5. email - integration with Outlook

   85 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

6. Docusign Integration

   135 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

7. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

8. Recurring Alerts on Home Menu

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   100 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

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

   9 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

10. Add multiple payment types and banking information to profiles

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Francisco Gozalo supported this idea  ·  Sep 26, 2024

11. check void date

    37 votes

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    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!

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

    
    

    Francisco Gozalo supported 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 →
    How important is this to you?

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

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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 →
    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

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

    
    

    Francisco Gozalo supported this idea  ·  Aug 22, 2023