Settings and activity

113 results found

1. Docusign Integration

   131 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Julie shared this idea  ·  May 26, 2022

2. Admin Fee Edit

   35 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

   
   

   Julie supported this idea  ·  May 12, 2022

3. Change Fund Group at a Point in Time

   88 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

   
   

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   Julie commented  ·  May 5, 2022  ·  Edit…  ·  Delete…

   Yes please, same with subgroups

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   Julie supported this idea  ·  May 5, 2022

4. 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

   
   

   Julie supported this idea  ·  Apr 26, 2022

5. One Log In Across Foundant Platforms

   217 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Julie shared this idea  ·  Jan 25, 2022

6. 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

   
   

   Julie supported this idea  ·  Jan 25, 2022

7. Task Calendar Invite

   25 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Sep 23, 2021

8. Day Date for Cleared Checks in Bank Reconcile

   10 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Sep 22, 2021

9. 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

   
   

   Julie supported this idea  ·  Aug 5, 2021

10. Option for household changes to populate individual profiles linked to household

    30 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Jun 23, 2021

11. Make Opportunity Type Inactive

    27 votes

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

    
    

    Julie supported this idea  ·  Jun 8, 2021

12. 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

    
    

    Julie supported this idea  ·  Apr 21, 2021

13. email - integration with Outlook

    83 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie supported this idea  ·  Apr 21, 2021