Settings and activity

23 results found

1. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

   10 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Jun 10, 2025

2. Pay Email Address for EFT Grant Notifications

   69 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Apr 22, 2025

3. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   65 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Apr 22, 2025

4. Portal: ACH Option

   83 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Lisa Hanselman supported this idea  ·  Mar 12, 2025

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

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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

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

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   4 votes

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   1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz 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

7. 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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   Lisa Hanselman supported this idea  ·  Oct 1, 2024

8. 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

9. 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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   Lisa Hanselman supported this idea  ·  Aug 21, 2024

10. Custom Field on Notes

    40 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  Aug 15, 2024

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

    11 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

12. Sync Sandbox with Live

    27 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

13. Login Log for GLM

    44 votes

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    Planned  ·  6 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  Jul 18, 2024

14. 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

15. email - integration with Outlook

    86 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

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

    54 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

17. 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

18. Link one note to multiple profiles or funds

    47 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024

19. 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

20. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Lisa Hanselman supported this idea  ·  May 1, 2024