Settings and activity

58 results found

1. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Michele McKinney supported this idea  ·  Oct 28, 2022

2. AP voucher line order should stay in order of entry

   41 votes

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   2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michele McKinney shared this idea  ·  Oct 28, 2022

3. Change Fund Group at a Point in Time

   94 votes

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

   
   

   Michele McKinney supported this idea  ·  Aug 22, 2022

4. Admin Fee Edit

   37 votes

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

   
   

   Michele McKinney supported this idea  ·  Aug 22, 2022

5. Back and Forward Button

   61 votes

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   6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Michele McKinney commented  ·  Aug 22, 2022  ·  Edit…  ·  Delete…

   I agree with all below, it would be awesome to be able to go back and forth in a profile listing. This was something that FIMS allowed. Makes it easier if you are checking on a specific field or cell, or simply working through a list.

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   Michele McKinney supported this idea  ·  Jan 30, 2021

6. History of Fund Advisors for a Fund

   45 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Michele McKinney commented  ·  May 4, 2022  ·  Edit…  ·  Delete…

   such as a date range (start and end) without deleting the profile is "fund advisor"

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   Michele McKinney supported this idea  ·  May 4, 2022

7. Fields available for Bulk Update/Import/Delete on Records

   18 votes

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

   
   

   Michele McKinney supported this idea  ·  May 4, 2022

8. If Then logic custom reports

   22 votes

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   1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michele McKinney supported this idea  ·  Apr 18, 2022

9. inactive users - remove from assign to task list

   27 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Michele McKinney supported this idea  ·  Apr 14, 2022

10. One Log In Across Foundant Platforms

    226 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Apr 7, 2022

11. Bank reconciliations - option to hide checked items for easier list of open transactions

    47 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 9, 2022

12. Attached files sorted most recent at the top (or options to select sort).

    42 votes

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

    
    

    Michele McKinney shared this idea  ·  Mar 1, 2022

13. 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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    Michele McKinney shared this idea  ·  Feb 17, 2022

14. Turn off notifications when deactivating CSuite user

    38 votes

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

    
    

    Michele McKinney supported this idea  ·  Feb 17, 2022

15. notes by date

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Michele McKinney supported this idea  ·  Aug 24, 2021

16. fund advisor portal grant notification-advisor specific

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Aug 24, 2021

17. Notes: Collapse list to show most recent with ability to show all

    56 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Jun 8, 2021
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    Michele McKinney commented  ·  Apr 14, 2021  ·  Edit…  ·  Delete…

    Agreed with shrinking the screen view, instead of working vertically, go horizontal across the top with the ID, Sticky, NoRollup, When, Who and then one line showing of the note with a show more.

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18. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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

    
    

    Michele McKinney supported this idea  ·  Apr 22, 2021