Settings and activity

61 results found

1. 1099 - Add Mailing Address to Report

   45 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

2. Docusign Integration

   142 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

3. 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

   
   

   Lori Melby supported this idea  ·  Jun 9, 2025

4. reference

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

5. Check Detail Attachment

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

6. Include Fund name/short name on Pay vouchers screen

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

7. Quick view for attachments on vouchers

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

8. 1099 Indicator box bulk update

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

9. Check register needs to include Description from voucher/grant

   4 votes

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   1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   A custom check report could be used to send out. That way you could add the columns that you would like.

   Lori Melby supported this idea  ·  Jun 9, 2025

10. vendor custom field

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

11. Sort Voucher Items Columns

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

12. Send auto email to FA's with unsubmitted grants in cart

    33 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

13. Add closed funds to fund advisor designation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

14. Fund Advisor Tracking Options

    5 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

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

    224 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

16. Donations: change fund

    66 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  May 13, 2022

17. Navigation - Add Save option to left side menu

    52 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

    
    

    Lori Melby supported this idea  ·  May 13, 2022

18. Back and Forward Button

    60 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

    
    

    Lori Melby supported this idea  ·  May 13, 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

    
    

    Lori Melby supported this idea  ·  May 13, 2022

20. Change Fund Group at a Point in Time

    93 votes

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

    
    

    Lori Melby supported this idea  ·  May 13, 2022