Settings and activity

19 results found

1. Expand capability of "add note to CSuite" Outlook integration

   83 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Taylor Abdon commented  ·  Aug 15, 2025  ·  Edit…  ·  Delete…

   In addition to selecting the note type, it would be great if we could do some sort of editing before sending the note to C-Suite, e.g., to remove the extra space that results from converting HTML-heavy email signatures to plaintext.

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   Taylor Abdon supported this idea  ·  Aug 15, 2025

2. Custom Field permission by record type

   33 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Taylor Abdon supported this idea  ·  Aug 15, 2025

3. Add Bulk "Edit Payment Date" Functionality to Grants Area Menu

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   44 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Taylor Abdon supported this idea  ·  Aug 15, 2025

4. Bulk Edit - Payment schedule date and grant date

   46 votes

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

   
   

   Taylor Abdon supported this idea  ·  Aug 15, 2025

5. 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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   Taylor Abdon supported this idea  ·  Aug 15, 2025

6. Change Fund Group at a Point in Time

   97 votes

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

   
   

   Taylor Abdon supported this idea  ·  Aug 15, 2025

7. Custom Field Type - number option

   33 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Taylor Abdon supported this idea  ·  Aug 15, 2025

8. New Quick Tips / Quick Reference Guide Update - Please Make Optional!

   13 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Taylor Abdon supported this idea  ·  Aug 15, 2025

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

   59 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Taylor Abdon supported this idea  ·  Aug 15, 2025

10. Add Email address "Other Detail" to a reporting object.

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    41 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Aug 15, 2025

11. filter selections showing "invalid" error when editing a report

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Aug 15, 2025

12. Single Sign On with Microsoft 365

    7 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Aug 15, 2025

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

    33 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Aug 15, 2025

14. Print column headings on multiple pages of pdf reports from "print page"

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Aug 15, 2025

15. Show Deleted Profiles in the Log

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Aug 15, 2025

16. Use organization domain for email communications

    33 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Aug 15, 2025

17. Additional Color Style Selections, please!

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  May 6, 2025

18. Reinstate "show all fund advisors" on portal fund summary page

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Taylor Abdon shared this idea  ·  Apr 30, 2025

19. Email receipt

    20 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Taylor Abdon supported this idea  ·  Feb 26, 2025