Settings and activity

50 results found

1. aallieri@cfpbmc.org

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

2. All in One Master Report

   18 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

3. Reports: Freeze the column headers

   48 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

4. Default to list only OPEN funds

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   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

5. new checks - total for all checks and each batch

   28 votes

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

   
   

   EmilyFisher supported this idea  ·  Feb 27, 2025

6. Unwanted Updates to Bank Reconcile

   18 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

7. Column View for ALL financial reports

   29 votes

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   0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   EmilyFisher supported this idea  ·  Feb 27, 2025

8. Ability to Build Custom Financial Statements in the Reports Section

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

9. Visual Presentations Using Charts (with GL data)

   13 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   EmilyFisher supported this idea  ·  Feb 27, 2025

10. Financial Package

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

11. Foundant for Outlook add-in: add date to note

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

12. Create ability to attach files to a note

    106 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

13. default text in content

    20 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

14. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

15. Custom Field on Notes

    35 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

16. Add the field 'Who' with dropdown options so a different staff person can be indicated in lieu of the person entering the note.

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

17. Include attachments from emails when using the new Outlook Integration.

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

18. Bio field on primary profile page

    11 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

19. Recurring Alerts on Home Menu

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    98 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025

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

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    EmilyFisher supported this idea  ·  Feb 27, 2025