Settings and activity

213 results found

1. profiles: display relationship and engagement tab numbers

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   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 31, 2024

2. Recurring Alerts on Home Menu

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   77 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jul 31, 2024

3. Tracking Updates to Profile Addresses, Phone Numbers, and Emails

   7 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Michelle Schneider supported this idea  ·  Jun 17, 2024

4. Limit Who Can Share A Note to Portal

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Michelle Schneider shared this idea  ·  Jun 14, 2024

5. fund advisor portal grant notification-advisor specific

   39 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michelle Schneider commented  ·  Jun 14, 2024  ·  Edit…  ·  Delete…

   A family office would like a notification be sent to the primary advisor on the fund when a grant request is submitted. They do not need the primary advisor to approve the grant. The email would simply be a notification that it was done.

   Is there a way to send the advisor request confirmation email to both the fund advisor who submitted the grant request AND the primary advisor if different?

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   Michelle Schneider supported this idea  ·  Jul 13, 2022

6. email history - Fund Advisor grant request

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

7. Employee Name

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Michelle Schneider supported this idea  ·  Jun 14, 2024

8. Fund Created Field - not a date stamp

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

9. Data Visualization/Customizable Dashboards

   31 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Michelle Schneider supported this idea  ·  Jun 14, 2024

10. Grant description field should be larger so it can be viewed without scrolling

    16 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

11. Memorial Notifications

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    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

12. Fund Advisor Log - Display User name in log for reset password - not Fund Advisor

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

13. Add "Are you sure you want to copy?" to all copy buttons

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

14. Ability to share Custom Reports with selected Staff

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

15. Unique URLs to Easily Share Reports

    17 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

16. Inactive Emails should not display as a selection in email functionality or anywhere!

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

17. Delete email and phone numbers from Edit Mode

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

18. Report Date / Last Run Date

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

19. Profiles: Allow edit of profile phone types

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024

20. mailing label

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Michelle Schneider supported this idea  ·  Jun 14, 2024