Settings and activity

84 results found

1. Change Fund Group at a Point in Time

   86 votes

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   8 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

2. Admin Fee Edit

   33 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

3. Back and Forward Button

   58 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

4. When creating Fund Statements, allow for multiple categories to be filtered

   7 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

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   Michele McKinney commented  ·  Jul 25, 2022  ·  Edit…  ·  Delete…

   Need ability to select by Fund sub-group as well as Fund Group, there is also Fund Division and Fund Segment. We have different investment portfolios that cross Fund Groups, hence we need to be able to select the sub-group as well. Please fix this, it used to function this way before the last updates.

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   Michele McKinney supported this idea  ·  Jul 25, 2022

5. Allow Users to Adjust Font Size

   21 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  ·  May 9, 2022

6. History of Fund Advisors for a Fund

   43 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

   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

8. If Then logic custom reports

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

   16 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

10. 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

11. Sort feature in Till

    18 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

12. One Log In Across Foundant Platforms

    208 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Apr 7, 2022

13. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Michele McKinney supported this idea  ·  Mar 9, 2022

14. Bank reconciliations - display report when reconcile is selected

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    26 votes

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

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

    42 votes

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

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

    39 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

17. Admin Fee Report/Audit Support

    28 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

18. Bank Reconciliation with Outstanding Items List

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Michele McKinney supported this idea  ·  Feb 17, 2022

19. 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

20. notes by date

    15 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