Settings and activity

11 results found

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

   238 votes

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   Proposed Idea  ·  35 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

   105 votes

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   Proposed Idea  ·  4 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!

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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 →
   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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   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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   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 27, 2024

5. email - integration with Outlook

   86 votes

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   Proposed Idea  ·  5 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

6. Docusign Integration

   143 votes

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   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!

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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

7. profiles: display relationship and engagement tab numbers

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   69 votes

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

8. Recurring Alerts on Home Menu

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   103 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  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

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

   10 votes

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   Proposed Idea  ·  0 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!

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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

10. Add multiple payment types and banking information to profiles

    21 votes

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    Proposed Idea  ·  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!

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    Francisco Gozalo supported this idea  ·  Sep 26, 2024

11. Balance Swap Account Filter shows closed accounts

    17 votes

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    Under Consideration  ·  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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    Francisco Gozalo supported this idea  ·  Aug 22, 2023