Settings and activity

13 results found

1. Customizable Voucher Payment Schedule / Recurrence Frequency (Same as Grant Payments)

   18 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Francisco Gozalo commented  ·  Jul 10, 2026  ·  Edit…  ·  Delete…

   This would be beneficial for us, specially to keep up with multiyear obligations/contracts that are not grant related.

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   Francisco Gozalo supported this idea  ·  Jul 10, 2026

2. Allow Internal Grant Letters to Pull Receiving Fund Fund Advisor Info (Name/Address)

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  May 29, 2026

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

   268 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Apr 17, 2025

4. Portal: ACH Option

   151 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Apr 10, 2025

5. 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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   Francisco Gozalo supported this idea  ·  Apr 10, 2025

6. 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

7. email - integration with Outlook

   91 votes

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

8. Docusign Integration

   151 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Francisco Gozalo supported this idea  ·  Sep 26, 2024

9. profiles: display relationship and engagement tab numbers

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   70 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

10. 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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    Francisco Gozalo supported this idea  ·  Sep 26, 2024

11. 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 →
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    Francisco Gozalo supported this idea  ·  Sep 26, 2024

12. Add multiple payment types and banking information to profiles

    22 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

13. Balance Swap Account Filter shows closed accounts

    18 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Francisco Gozalo supported this idea  ·  Aug 22, 2023