Settings and activity

17 results found

1. Manual entries - Admin Fees, Distributions, Journal Entries

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  February 06, 2024

2. birthday - option to not include year

   51 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  February 06, 2024

3. Tribute "Bucket" notification

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   6 votes

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   1 comment  ·  CommunitySuite Idea Lab » Tributes  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   What about a Tribute Notify custom report.  You could filter to "needs notification" and set it to auto email weekly or monthly?  

   Frannie Powers supported this idea  ·  February 05, 2024

4. Copy Voucher

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  February 05, 2024

5. board portal

   160 votes

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   7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   An error occurred while saving the comment
   Frannie Powers commented  ·  January 25, 2024  ·  Edit…  ·  Delete…

   We have been researching options for this. It would be great to be able to collect electronic votes.

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   Frannie Powers supported this idea  ·  January 25, 2024

6. Add Permission to View ACH Details in Profiles

   34 votes

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

   
   

   Frannie Powers supported this idea  ·  January 23, 2024

7. Secure option to obtain ACH information

   147 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Frannie Powers supported this idea  ·  January 23, 2024

8. Batch attach file to grant

   16 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

   
   

   Frannie Powers supported this idea  ·  January 23, 2024

9. bulk upload

   10 votes

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

   
   

   Frannie Powers supported this idea  ·  January 23, 2024

10. Multi-Fund Journal Entries and attachments

    14 votes

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

    
    

    Frannie Powers supported this idea  ·  January 23, 2024

11. Journal entry orger

    5 votes

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

    
    

    Frannie Powers supported this idea  ·  January 23, 2024

12. journal entry batch numbers

    4 votes

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

    
    

    Frannie Powers supported this idea  ·  January 23, 2024

13. Tribute Notification

    14 votes

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

    
    

    Frannie Powers supported this idea  ·  January 04, 2024

14. Tribute bucket shows number of tributes needing to be sent in parentheses

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    13 votes

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

    
    

    Frannie Powers supported this idea  ·  December 15, 2023

15. Send bulk email from campaigns generated by Csuite

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  November 16, 2023

16. Closed Funds should appear in Red in Relationships tab

    74 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  November 13, 2023

17. Fund statements

    129 votes

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    Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Frannie Powers supported this idea  ·  November 13, 2023