Settings and activity

10 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

   84 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

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

5. Recurring Alerts on Home Menu

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   96 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

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

   8 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

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

8. check void date

   35 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

9. 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

10. 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