Settings and activity

31 results found

1. fund balance on fund history page

   31 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 14, 2023

2. Profile changes (ex: name, address) should not update historical information.

   53 votes

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

   
   

   Anonymous supported this idea  ·  May 5, 2023

3. 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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   Anonymous supported this idea  ·  Nov 8, 2022

4. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

   36 votes

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

   
   

   Anonymous supported this idea  ·  Nov 8, 2022

5. One Log In Across Foundant Platforms

   225 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 23, 2022

6. Multiple contacts for Organizations

   45 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

   
   

   Anonymous supported this idea  ·  May 9, 2022

7. 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

   
   

   Anonymous supported this idea  ·  Apr 4, 2022

8. Donations: change fund

   67 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 30, 2021

9. Destination funds for internal grants named on fund statements

   31 votes

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

   
   

   Anonymous supported this idea  ·  Feb 20, 2020

10. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Sep 17, 2019

11. Back and Forward Button

    61 votes

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

    
    

    Anonymous supported this idea  ·  Mar 15, 2019