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  1. profile type - add note option

    6 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Mindy Cleave commented  · 

    Would LOVE this for the team

    Mindy Cleave supported this idea  · 

  2. Opportunity Task Workflow

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Mindy Cleave supported this idea  · 

  3. Favorite Custom Reports

    45 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Mindy Cleave supported this idea  · 

  4. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Mindy Cleave supported this idea  ·