Settings and activity

9 results found

1. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

   11 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  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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   Janet Sharp supported this idea  ·  Aug 28, 2024

2. opportunity letter - need option to email

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Janet Sharp supported this idea  ·  Aug 15, 2024

3. Grant Letter emails should be included in an organization's email history!

   14 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Janet Sharp supported this idea  ·  Oct 19, 2023

4. Add Permission to View ACH Details in Profiles

   36 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

   
   

   Janet Sharp supported this idea  ·  Jun 2, 2023

5. Change Fund Group at a Point in Time

   88 votes

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

   
   

6. Bank reconciliations - option to hide checked items for easier list of open transactions

   44 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Janet Sharp supported this idea  ·  Apr 19, 2022

7. Bank Reconciliation with Outstanding Items List

   35 votes

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   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Janet Sharp supported this idea  ·  Apr 19, 2022

8. Day Date for Cleared Checks in Bank Reconcile

   10 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Janet Sharp shared this idea  ·  Sep 22, 2021

9. email - integration with Outlook

   77 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Janet Sharp supported this idea  ·  Apr 21, 2021