Settings and activity

24 results found

1. Select users to share custom reports with instead of sharing with everyone

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Jan 7, 2025

2. Add Grant Service Area to Bulk Action options in custom reports

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   3 votes

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

   Update: This is available in a Profile Custom Report. If set at the profile level, this will carry over to the grant. It can be edited.

   Lisa Hanselman supported this idea  ·  Jan 7, 2025

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

   78 votes

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   Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Oct 1, 2024

4. Filtering should include nulls/blanks unless the filter is to exclude it

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   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Oct 1, 2024

5. Edit a Pledge

   16 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Aug 21, 2024

6. Custom Field on Notes

   29 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Aug 15, 2024

7. Subfund Filtering on Financial Report without needing to show subfunds

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Jul 25, 2024

8. Sync Sandbox with Live

   24 votes

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   3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lisa Hanselman supported this idea  ·  Jul 25, 2024

9. Login Log for GLM

   32 votes

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   Proposed Idea  ·  2 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Jul 18, 2024

10. Accessing attached files and notes on profiles from any designation

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 23, 2024

11. Grant request notification for staff - add more data to email

    29 votes

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

    
    

    Lisa Hanselman supported this idea  ·  May 1, 2024

12. Secure option to obtain ACH information

    183 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024

13. email - integration with Outlook

    77 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024

14. Change "no-reply@fcsuite.com" to Default Email Reply To

    52 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024

15. 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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    Lisa Hanselman supported this idea  ·  May 1, 2024

16. Link one note to multiple profiles or funds

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lisa Hanselman supported this idea  ·  May 1, 2024

17. Campaigns and Opportunities Flag When Entering Donation

    48 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024

18. Impact Investing

    17 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024

19. One Log In Across Foundant Platforms

    210 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024

20. Revenue Share Deposits - Impact Investment Interest Income

    13 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  Apr 29, 2024