Settings and activity

6 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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   Elizabeth Brazas supported this idea  ·  Aug 28, 2024

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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   Elizabeth Brazas supported this idea  ·  Oct 19, 2023

3. profiles: display relationship and engagement tab numbers

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   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Elizabeth Brazas supported this idea  ·  Aug 14, 2023

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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   Elizabeth Brazas supported this idea  ·  Jun 9, 2023

5. 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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   Elizabeth Brazas supported this idea  ·  Sep 22, 2021

6. email - integration with Outlook

   70 votes

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