Settings and activity

8 results found

1. Make Alerts Function with Batch Grants

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   Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Jason Andrews shared this idea  ·  Sep 25, 2025

2. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   39 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Jason Andrews supported this idea  ·  Apr 8, 2024

3. Profile changes (ex: name, address) should not update historical information.

   53 votes

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

   
   

   Jason Andrews supported this idea  ·  Jan 12, 2024

4. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   30 votes

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

   
   

   Jason Andrews supported this idea  ·  May 5, 2023

5. Bring back counts in Fund Statement generation

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   14 votes

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

   
   

   Jason Andrews supported this idea  ·  May 5, 2023

6. Note block view and sizing s/b across full screen.

   18 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

   
   

   Jason Andrews supported this idea  ·  May 5, 2023

7. New hire training videos that I could assign upon hire

   23 votes

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

   
   

   Jason Andrews supported this idea  ·  May 5, 2023

8. Additional Process Visibility Option

   10 votes

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   1 comment  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jason Andrews shared this idea  ·  Mar 17, 2023