Settings and activity

15 results found

1. grant type guidestar

   51 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Sep 6, 2023

2. Display default payment type when entering grant

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   19 votes

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

   
   

   Kelly Knoke supported this idea  ·  Sep 6, 2023

3. Opportunity Task Workflow

   50 votes

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

   
   

   Kelly Knoke supported this idea  ·  Jun 21, 2023

4. display future year's spendable amount on fund statement

   38 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Jun 6, 2023

5. Spendable distributions scheduling

   23 votes

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   2 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kelly Knoke supported this idea  ·  Jun 6, 2023

6. Add Profile Fund Category to Fund Advisor Fund Custom Report

   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Jun 5, 2023

7. History of Fund Advisors for a Fund

   45 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kelly Knoke supported this idea  ·  Apr 26, 2023

8. fund advisor portal grant notification-advisor specific

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Mar 29, 2023

9. Indicate required fields with an asterisk

   105 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Mar 3, 2023

10. Custom Field Type - number option

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Feb 23, 2023

11. Linking profiles to funds- multiple links at a time

    59 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Feb 23, 2023

12. Adding prospect profile reports and incorporating prospect research fields

    8 votes

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kelly Knoke supported this idea  ·  Feb 23, 2023

13. Wealth search third party software to integrate with CSuite

    23 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Feb 23, 2023

14. board portal

    204 votes

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

    
    

    Kelly Knoke supported this idea  ·  Dec 2, 2022

15. Recurring Alerts on Home Menu

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    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Dec 2, 2022