Settings and activity

50 results found

1. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Bryant Phillips shared this idea  ·  Jun 6, 2024

2. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   39 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

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   Bryant Phillips commented  ·  Apr 10, 2024  ·  Edit…  ·  Delete…

   It would also be helpful if the notification email we receive included details about the actual change, instead of just a general email that a change was made.

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   Bryant Phillips supported this idea  ·  Apr 10, 2024

3. Household opportunities should show on Individual profiles

   64 votes

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

   
   

   Bryant Phillips supported this idea  ·  Apr 5, 2024

4. birthday - option to not include year

   116 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Apr 5, 2024

5. Increase character count in grant description field

   23 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Apr 3, 2024

6. Bulk Edit - Payment schedule date and grant date

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   85 votes

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   12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Bryant Phillips supported this idea  ·  Mar 26, 2024

7. Admin Fee Report/Audit Support

   33 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Feb 28, 2024

8. Wealth search third party software to integrate with CSuite

   23 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Bryant Phillips supported this idea  ·  Feb 20, 2024

9. Grant Approver: Easier way to create new approver

   34 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Bryant Phillips commented  ·  Mar 15, 2023  ·  Edit…  ·  Delete…

   It would help if we could filter funds to assign grant approvers in bulk instead of manually assigning approvers for each fund.

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   Bryant Phillips supported this idea  ·  Mar 15, 2023

10. profile search

    28 votes

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

    
    

    Bryant Phillips supported this idea  ·  Feb 1, 2023