Settings and activity

6 results found

1. Enhancement to Abandoned Cart Email Frequency

   10 votes

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   0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Andrea supported this idea  ·  Feb 21, 2025

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

   148 votes

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   Proposed Idea  ·  25 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Andrea commented  ·  Nov 15, 2024  ·  Edit…  ·  Delete…

   So much yes! When I am running financials and trying to troublshoot financials issues, login as is SO helpful!

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   Andrea supported this idea  ·  Nov 15, 2024

3. fund balance on fund history page

   29 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Oct 2, 2024

4. internal grant upload

   48 votes

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

   
   

   Andrea supported this idea  ·  Sep 20, 2023

5. Donations: change fund

   62 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  May 11, 2023

6. Multifund Invoices

   22 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Andrea supported this idea  ·  Apr 24, 2023