Settings and activity

35 results found

1. fund advisor portal grant notification-advisor specific

   39 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

2. Hate Groups, Extremist Groups

   18 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  ·  Mar 16, 2023

3. Grant Letters - Need Ability to Customize Process & Edit Letters

   45 votes

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   6 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  ·  Mar 3, 2023

4. Profiles: required fields - visually display which fields

   38 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Mar 3, 2023

5. Custom Field Type - number option

   21 votes

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

   
   

   Kelly Knoke supported this idea  ·  Feb 23, 2023

6. Filter by custom field

   12 votes

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   0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kelly Knoke supported this idea  ·  Feb 23, 2023

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

   58 votes

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

   
   

   Kelly Knoke supported this idea  ·  Feb 23, 2023

8. 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

9. Wealth search third party software to integrate with CSuite

   17 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Kelly Knoke supported this idea  ·  Feb 23, 2023

10. notes

    14 votes

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

    
    

    Kelly Knoke shared this idea  ·  Feb 2, 2023

11. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Kelly Knoke supported this idea  ·  Dec 2, 2022

12. board portal

    167 votes

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    8 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

13. Google Data Studio Integration

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Kelly Knoke supported this idea  ·  Dec 2, 2022

14. Mark a single email address as "do not email".

    16 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  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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    77 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