Settings and activity

17 results found

1. Limit Who Can Share A Note to Portal

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Gary Garcia supported this idea  ·  Jun 14, 2024

2. fund advisor portal grant notification-advisor specific

   39 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gary Garcia commented  ·  Jun 14, 2024  ·  Edit…  ·  Delete…

   This is so important for relationships with family offices!

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   Gary Garcia supported this idea  ·  Jun 14, 2024

3. Add Email address "Other Detail" to a reporting object.

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   10 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Gary Garcia supported this idea  ·  Jun 14, 2024

4. FA Donation notifications should include tribute information

   65 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gary Garcia supported this idea  ·  Apr 3, 2024

5. 990 tax class

   37 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Gary Garcia supported this idea  ·  Jun 6, 2023

6. Hate Groups, Extremist Groups

   18 votes

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   2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gary Garcia supported this idea  ·  Jan 25, 2023

7. grant type guidestar

   46 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Gary Garcia supported this idea  ·  Jan 25, 2023

8. Separate Unlink Fund Profile from Delete Profile Permission

   15 votes

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   1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gary Garcia supported this idea  ·  Jan 25, 2023

9. Add Permission to View ACH Details in Profiles

   35 votes

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   5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gary Garcia supported this idea  ·  Jan 19, 2023

10. Profile Types & Permissions

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Gary Garcia supported this idea  ·  Jan 18, 2023

11. Custom Field Type - number option

    21 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Gary Garcia supported this idea  ·  Jan 18, 2023

12. checks: notification of approval

    39 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Gary Garcia supported this idea  ·  Oct 31, 2022

13. Notification for Approval Requester

    24 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gary Garcia supported this idea  ·  Oct 31, 2022

14. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Gary Garcia supported this idea  ·  Oct 31, 2022

15. Add Profile Fund Category to Fund Advisor Fund Custom Report

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Gary Garcia supported this idea  ·  Aug 30, 2022

16. Change "no-reply@fcsuite.com" to Default Email Reply To

    52 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gary Garcia supported this idea  ·  Aug 30, 2022

17. Add ability to link Opportunity to a Profile that served as a referral

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Gary Garcia supported this idea  ·  Jul 14, 2022