Settings and activity

75 results found

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

   16 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

2. If Then logic custom reports

   20 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

3. Mark a single email address as "do not email".

   17 votes

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

   
   

   Michele McKinney supported this idea  ·  Apr 14, 2022

4. inactive users - remove from assign to task list

   26 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

5. Sort feature in Till

   21 votes

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

   
   

   Michele McKinney supported this idea  ·  Apr 7, 2022

6. One Log In Across Foundant Platforms

   221 votes

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

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

   46 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

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

   40 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

9. Admin Fee Report/Audit Support

   30 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

10. 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

11. notes by date

    16 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

12. fund advisor portal grant notification-advisor specific

    40 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

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

    48 votes

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    Proposed Idea  ·  5 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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14. 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

15. Fund statements - sort by fund advisor or fund

    31 votes

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

    
    

    Michele McKinney supported this idea  ·  Apr 8, 2021