Settings and activity

22 results found

1. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   47 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Loriel Grigsby commented  ·  Jan 9, 2025  ·  Edit…  ·  Delete…

   Being able to shift-click and select multiple check boxes across all of CSuite would be nice. I'm try to make my workflow more efficient and eliminate the amount of clicks. It doesn't make sense that this feature is limited to certain areas of the site, especially since it's a fairly common keyboard shortcut.

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   Loriel Grigsby supported this idea  ·  Jan 9, 2025

2. Multiple Email Options for Communications

   31 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Jan 9, 2025

3. Docusign Integration

   144 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Jan 9, 2025

4. stripe total line

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Loriel Grigsby commented  ·  Jan 9, 2025  ·  Edit…  ·  Delete…

   I agree! I have posted this idea before but it was archived because of low engagement.

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   Loriel Grigsby supported this idea  ·  Jan 9, 2025

5. Batch Voucher Total in Grants Area

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Loriel Grigsby shared this idea  ·  Jan 9, 2025

6. Grants On Hold In More Buckets - Approval & Voucher

   41 votes

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

   
   

   Loriel Grigsby supported this idea  ·  Jan 9, 2025

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

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Jan 9, 2025

8. 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

   
   

   Loriel Grigsby supported this idea  ·  Jan 9, 2025

9. Payment Contact Name

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Loriel Grigsby supported this idea  ·  Jan 9, 2025

10. Bi weekly internal for recurring voucher

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  Jan 9, 2025

11. Login As --Removes user's existing login

    236 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  Jan 9, 2025

12. Grant document attachment: Option to set to no grant document by fund or fund group

    27 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  Aug 28, 2024

13. Edit a Pledge

    21 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  Aug 28, 2024

14. Recognize soft credits on donor profiles

    40 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Loriel Grigsby commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

    Strongly agree! It would be nice if these showed up just like advised donations.

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    Loriel Grigsby supported this idea  ·  Aug 28, 2024

15. Allow Multiple File Attachments when Creating a Voucher

    48 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  Aug 28, 2024

16. Don't notify advisor any grant adjustments

    43 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Loriel Grigsby commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

    I agree, this would be very helpful!

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    Loriel Grigsby supported this idea  ·  Aug 28, 2024

17. board portal

    203 votes

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

    
    

    Loriel Grigsby supported this idea  ·  May 10, 2023

18. 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

    
    

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    Loriel Grigsby commented  ·  Sep 27, 2022  ·  Edit…  ·  Delete…

    Yes please!! This has created chaos for me with some colleagues!

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    Loriel Grigsby supported this idea  ·  Sep 27, 2022

19. Summary report for individual reviewers

    112 votes

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    Under Consideration  ·  14 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  May 10, 2022

20. Request Status Name and Additional Options

    142 votes

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    Proposed Idea  ·  20 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Loriel Grigsby supported this idea  ·  May 10, 2022