Settings and activity

37 results found

1. Manager Evaluations

   10 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Oct 3, 2024

2. Add "Primary" Fund Advisor as Reportable Field

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   26 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org shared this idea  ·  Oct 3, 2024

3. Allow edits to password reset email for fund advisor portal

   39 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Sep 23, 2024

4. Automatically generated request ID

   30 votes

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   Under Consideration  ·  2 comments  ·  GLM & SLM Idea Lab » Universal Application  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Aug 13, 2024

5. Do not send Grant Notify email when a grant is unposted

   34 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Aug 13, 2024

6. 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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   hstone@columbusfoundation.org supported this idea  ·  Aug 13, 2024

7. Fund Advisor Bulk Edits

   39 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Aug 13, 2024

8. FA Donation notifications should include tribute information

   81 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Aug 13, 2024

9. Wealth search third party software to integrate with CSuite

   22 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   hstone@columbusfoundation.org supported this idea  ·  Aug 12, 2024

10. Add Profile Fund Category to Fund Advisor Fund Custom Report

    34 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  May 9, 2024

11. Unique URLs to Easily Share Reports

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org shared this idea  ·  May 9, 2024

12. Favorite Custom Reports

    49 votes

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

    
    

    hstone@columbusfoundation.org supported this idea  ·  May 8, 2024

13. Show Steward Active/Inactive Status in System Configuration Steward List

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  May 3, 2024

14. Batch Donation Notify and Grant Notify Emails

    33 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org shared this idea  ·  Mar 26, 2024

15. fund advisor portal grant notification-advisor specific

    42 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Mar 21, 2024

16. Statement Type Option for No Statements

    26 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  ·  Mar 13, 2024

17. Ability to edit Profile Fund Link categories versus deleting and relinking

    60 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    hstone@columbusfoundation.org commented  ·  Jan 26, 2024  ·  Edit…  ·  Delete…

    It would be great to be able to change a Profile Fund Category by simply selecting a new category from the table, rather than having to unlink the profile from the fund then re-link the profile and fund with the new category.

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    hstone@columbusfoundation.org supported this idea  ·  Jan 26, 2024