Settings and activity

224 results found

1. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

   39 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   
   

   Anne Reid supported this idea  ·  Aug 22, 2025

2. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 22, 2025

3. Bulk Edit - Payment schedule date and grant date

   41 votes

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

   
   

   Anne Reid supported this idea  ·  Aug 22, 2025

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

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   42 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 22, 2025

5. AP voucher line order should stay in order of entry

   42 votes

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   2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anne Reid supported this idea  ·  Aug 22, 2025

6. Grants On Hold In More Buckets - Approval & Voucher

   42 votes

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   6 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anne Reid supported this idea  ·  Aug 22, 2025

7. fund advisor portal grant notification-advisor specific

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 22, 2025

8. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   48 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 22, 2025

9. Allow Multiple File Attachments when Creating a Voucher

   49 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Aug 22, 2025

10. grant type guidestar

    51 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 22, 2025

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

    81 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 22, 2025

12. Simplify/Merge the Grant Request screens

    103 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 22, 2025

13. check labels

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 15, 2025

14. Default Template - None

    10 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 15, 2025

15. Hide/Archive Option for Templates

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 15, 2025

16. Credit card acknowledgement tax receipt for events

    16 votes

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

    
    

    Anne Reid supported this idea  ·  Aug 15, 2025

17. Advisor Household label field in grant template

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 15, 2025

18. 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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    Anne Reid supported this idea  ·  Aug 15, 2025

19. Financial Reports

    7 votes

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    1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Note: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.

    Anne Reid supported this idea  ·  Aug 15, 2025

20. Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Aug 15, 2025