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36 results found

  1. fund statement permissions

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Jillian P. shared this idea  · 

  2. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    28 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Jillian P. supported this idea  · 

  3. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 

  4. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    66 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 

  5. Fund Advisor Bulk Edits

    38 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 

  6. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 

  7. Grant document attachment: Option to set to no grant document by fund or fund group

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

  8. Evaluator User Role Should Be Customizable by Process or Permissions

    11 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Jillian P. supported this idea  · 

  9. Grant Letters - Need Ability to Customize Process & Edit Letters

    71 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Jillian P. supported this idea  · 

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

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jillian P. supported this idea  · 

  11. Indicate required fields with an asterisk

    100 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Jillian P. supported this idea  · 

  12. Linking profiles to funds- multiple links at a time

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Jillian P. supported this idea  · 

  13. fund advisor portal grant notification-advisor specific

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jillian P. supported this idea  · 

  14. Change Fund Group at a Point in Time

    94 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Jillian P. supported this idea  · 

  15. Times Follow Up Forms Are Due

    10 votes

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    2 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Jillian P. supported this idea  · 

  16. One Log In Across Foundant Platforms

    226 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jillian P. supported this idea  · 
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