Settings and activity

25 results found

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

   33 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Katherine Busser supported this idea  ·  Jan 25, 2023

2. One Log In Across Foundant Platforms

   224 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Katherine Busser supported this idea  ·  Jan 25, 2023

3. Docusign Integration

   143 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Katherine Busser supported this idea  ·  Jan 25, 2023

4. board portal

   202 votes

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

   
   

   Katherine Busser supported this idea  ·  Jan 25, 2023

5. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   46 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Katherine Busser supported this idea  ·  Nov 18, 2022