Settings and activity

5 results found

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

   9 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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   spencer butler supported this idea  ·  Aug 28, 2024
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   spencer butler commented  ·  Aug 22, 2024  ·  Edit…  ·  Delete…

   It should NOT require two staff members to provide logon access to new fund advisors.

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2. 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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   spencer butler supported this idea  ·  Oct 19, 2023

3. 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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   spencer butler supported this idea  ·  Sep 8, 2022

4. One Log In Across Foundant Platforms

   208 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Jan 25, 2022

5. email - integration with Outlook

   70 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   spencer butler supported this idea  ·  Apr 21, 2021