Settings and activity

115 results found

1. Numbers Formatting

   19 votes

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

   
   

   Julie supported this idea  ·  Aug 23, 2022

2. Sandbox Permissions

   26 votes

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

   
   

   Julie supported this idea  ·  Aug 8, 2022

3. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

   35 votes

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

   
   

   Julie supported this idea  ·  Jun 2, 2022

4. Docusign Integration

   135 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

5. 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

6. Change Fund Group at a Point in Time

   91 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

7. 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

8. One Log In Across Foundant Platforms

   223 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

9. 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

10. 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

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

    
    

    Julie supported this idea  ·  Aug 5, 2021

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

    31 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

13. Make Opportunity Type Inactive

    28 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

14. 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

15. email - integration with Outlook

    85 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