Settings and activity

12 results found

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

   9 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

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

   270 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

3. Portal: ACH Option

   149 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

4. 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

5. 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

6. 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

7. Docusign Integration

   152 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

8. 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

9. 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

10. 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

11. 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

12. 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