Settings and activity

49 results found

1. Fund Advisor Portal - make Fund Steward email address a hyperlink

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Mar 21, 2025

2. Create Grant Request Dropdown Arrows

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Mar 21, 2025

3. Stewards and Opportunities

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Mar 13, 2025

4. Easily searchable for grants/checks/journal entries/vouchers/documents and more

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Mar 11, 2025

5. Easily searchable for grants/checks/journal entries/vouchers/documents and more

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Mar 11, 2025

6. Destination funds for internal grants named on fund statements

   30 votes

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

   
   

   Gloria Markus supported this idea  ·  Mar 6, 2025

7. salutation/mailing label auto fill

   24 votes

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

   
   

   Gloria Markus supported this idea  ·  Mar 6, 2025

8. Inactive funds/profiles Search

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Mar 6, 2025

9. Split Interest Payment Schedule

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Feb 28, 2025

10. CGA Split Interest Federal Withholding

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Feb 28, 2025

11. idea lab

    23 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Under Consideration  ·  Holly Spitz responded

    Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

    Gloria Markus supported this idea  ·  Feb 28, 2025

12. Report Filtering

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Feb 28, 2025

13. Contact Preferences - Edit Information

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Feb 28, 2025

14. Memo for recurring vouchers

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Gloria Markus commented  ·  Feb 27, 2025  ·  Edit…  ·  Delete…

    A memo for recurring vouchers would be helpful. There is a "Memo" field for a single voucher, but not for a recurring voucher.

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    Gloria Markus shared this idea  ·  Feb 27, 2025

15. memo line on grant checks

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Feb 27, 2025

16. Term Investment maturity date edit

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Feb 26, 2025

17. Check register needs to include Description from voucher/grant

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A custom check report could be used to send out. That way you could add the columns that you would like.

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    Gloria Markus commented  ·  Feb 26, 2025  ·  Edit…  ·  Delete…

    Please share the steps needed to create this report.

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    Gloria Markus shared this idea  ·  Jan 30, 2025

18. Bulk Edit/Select grant template letter

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Feb 26, 2025

19. Grant letter template

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Feb 26, 2025

20. Distribution start date

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Feb 11, 2025