Settings and activity

36 results found

1. Attached files sorted most recent at the top (or options to select sort).

   40 votes

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

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

2. Don't notify advisor any grant adjustments

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Dec 30, 2024

3. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   46 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Dec 30, 2024

4. 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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   Hayley Barnes supported this idea  ·  Dec 30, 2024

5. Link one note to multiple profiles or funds

   47 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Dec 30, 2024

6. Bank reconciliations - option to hide checked items for easier list of open transactions

   46 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Dec 30, 2024

7. History of Fund Advisors for a Fund

   45 votes

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

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

8. Balance Swap - Edit Amounts

   50 votes

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

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

9. Back and Forward Button

   60 votes

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   6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

10. 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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    Hayley Barnes supported this idea  ·  Dec 30, 2024

11. Change Fund Group at a Point in Time

    91 votes

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

    
    

    Hayley Barnes supported this idea  ·  Dec 30, 2024

12. Combine credit card fees with the donation amount

    117 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hayley Barnes supported this idea  ·  Dec 30, 2024

13. Batch attach file to grant

    21 votes

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

    
    

    Hayley Barnes supported this idea  ·  Aug 26, 2024

14. Make "Request History" reportable

    9 votes

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    1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  May 20, 2024

15. PRINT IN BATCHES

    22 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  May 20, 2024

16. SLM/GLM ability for Applicants to Chat with Foundation staff

    33 votes

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    3 comments  ·  GLM & SLM Idea Lab » Applicant Experience  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  May 20, 2024