Settings and activity

44 results found

1. open books need a warning or a password

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Oct 11, 2024

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

   215 votes

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   Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Sep 25, 2024

3. Expense management integration

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Aug 26, 2024

4. profiles: display relationship and engagement tab numbers

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   68 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Jul 12, 2024

5. Service Areas - International

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Jul 12, 2024

6. Ability to Add Custom Fields to the Edit Menu for Designations

   13 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Jul 12, 2024

7. FA Donation notifications should include tribute information

   73 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Jun 4, 2024

8. birthday - option to not include year

   110 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Amanda Pool supported this idea  ·  Jun 4, 2024

9. Bulk Edit - Payment schedule date and grant date

   31 votes

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

   
   

   Amanda Pool supported this idea  ·  May 16, 2024

10. Balance Swaps Should Warn if a Account goes Negative

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Amanda Pool shared this idea  ·  May 8, 2024

11. Do Not Allow Admin Fee to make a Fund Balance Negative

    30 votes

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

    
    

    Amanda Pool supported this idea  ·  May 8, 2024

12. Journal Entry Errors - Received Prior to Posting

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Amanda Pool shared this idea  ·  May 8, 2024

13. Allow Multiple File Attachments when Creating a Voucher

    48 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Amanda Pool shared this idea  ·  May 8, 2024

14. Create a Transaction using the Fund ID instead of Fund Name

    19 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Amanda Pool shared this idea  ·  May 8, 2024

15. ID # search

    42 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Amanda Pool commented  ·  May 8, 2024  ·  Edit…  ·  Delete…

    Greater Milwaukee has expressed interest in this functionality as well.

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    Amanda Pool supported this idea  ·  Mar 21, 2023

16. Balance Sheet Liabilities List Order

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Amanda Pool shared this idea  ·  May 7, 2024

17. Budget Reporting

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Amanda Pool shared this idea  ·  May 7, 2024

18. Increase character count in grant description field

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amanda Pool supported this idea  ·  Apr 12, 2024

19. Multiple Advisors on one grant

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Amanda Pool supported this idea  ·  Mar 27, 2024

20. Add "Abandoned" requests as its own category on the dashboard

    12 votes

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    Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Amanda Pool supported this idea  ·  Mar 27, 2024