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76 results found

  1. 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  ·  Admin →
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    Christine Cunningham supported this idea  · 

  2. Files - Report when there is NOT a file attached (NULL)

    17 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Christine Cunningham supported this idea  · 

  3. Recurring Grants - New Interval

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Cunningham supported this idea  · 

  4. Do Not Allow Admin Fee to make a Fund Balance Negative

    32 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Christine Cunningham supported this idea  · 

  5. Edit Profile Payments

    23 votes

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    6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Christine Cunningham commented  · 

    It would be so helpful to edit a profile payment instead of having the delete it because the date may need changed or you need to select a different profile, etc. 7-19-2023

    Christine Cunningham supported this idea  · 

  6. Allow editing a custom report name, description or sharing without having to save as a different report

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Christine Cunningham supported this idea  · 

  7. Task Email Reminder to include task description

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Christine Cunningham supported this idea  · 

  8. Add # of Gifts field to Profile reports

    43 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Christine Cunningham supported this idea  · 

  9. DocuSign

    4 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Christine Cunningham shared this idea  · 

  10. set distribution amount

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Christine Cunningham supported this idea  · 

  11. One Log In Across Foundant Platforms

    226 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Christine Cunningham supported this idea  · 

  12. Bulk Edit - Payment schedule date and grant date

    85 votes

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    12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Cunningham supported this idea  · 

  13. 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)  ·  Admin →
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    Christine Cunningham supported this idea  · 

  14. Admin Fee Edit

    37 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Christine Cunningham supported this idea  · 

  15. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Christine Cunningham supported this idea  · 

  16. Beneficiary "On hold" or Inactive

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Cunningham supported this idea  · 

  17. Grant Approver: Easier way to create new approver

    34 votes

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    Proposed Idea  ·  12 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Christine Cunningham supported this idea  · 

  18. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Christine Cunningham supported this idea  · 

  19. Custom Field Type - number option

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Christine Cunningham supported this idea  · 

  20. Turn off notifications when deactivating CSuite user

    41 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Cunningham supported this idea  · 
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