Settings and activity

11 results found

1. Profile Updates: "Add Opportunity" and Active Opportunities Should Be On Engagement Tab, Not Relationship Tab

   28 votes

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

   
   

   Matt Lewis supported this idea  ·  Aug 19, 2025
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   Matt Lewis commented  ·  Aug 19, 2025  ·  Edit…  ·  Delete…

   Agree. It would be nice to see Engagement highlighted or add a (count) indicator to let a viewer of profiles to see that an opportunity exists on a profile. Currently, we have to add a sticky alert note as a separate task to alert staff to "opportunities.

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2. opportunities

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Aug 19, 2025

3. % Probability Field within Opportunities

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Aug 19, 2025

4. Fund Advisor Emails: Employee Names

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Aug 12, 2025

5. Make PDF Names customizable

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Jun 26, 2025

6. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   39 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Jun 26, 2025

7. display future year's spendable amount on fund statement

   37 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Jun 26, 2025

8. Formatting for "Amount" fields in all Content areas

   87 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Jun 26, 2025

9. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   74 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Matt Lewis supported this idea  ·  Jun 26, 2025

10. Portal: ACH Option

    103 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Matt Lewis supported this idea  ·  Jun 26, 2025

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

    236 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Matt Lewis supported this idea  ·  Jun 26, 2025