Settings and activity

14 results found

1. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lance Eskelund commented  ·  Dec 17, 2024  ·  Edit…  ·  Delete…

   Finance and Investment Committee members have often asked for detailed explanations of how Revenue Share is calculated. Adding these columns to the export will help to improve confidence in CSuite's method of calculation.

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   Lance Eskelund supported this idea  ·  Dec 17, 2024

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

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Lance Eskelund commented  ·  Dec 17, 2024  ·  Edit…  ·  Delete…

   Consistency is extremely important with all stakeholders!

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   Lance Eskelund supported this idea  ·  Dec 17, 2024

3. birthday - option to not include year

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Apr 25, 2024

4. FA Donation notifications should include tribute information

   74 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Apr 25, 2024

5. Financial report fund filters

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Dec 28, 2022

6. Print/Generate Fund Statements grouped by Fund Advisor/Individual

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

   
   

   Lance Eskelund supported this idea  ·  Oct 5, 2022

7. Color code outward facing fields

   60 votes

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

   
   

   Lance Eskelund supported this idea  ·  Oct 5, 2022

8. One Log In Across Foundant Platforms

   224 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Oct 5, 2022

9. Docusign Integration

   142 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Lance Eskelund supported this idea  ·  Oct 5, 2022

10. LOI decline vs application decline

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    Feedback Needed  ·  7 comments  ·  GLM & SLM Idea Lab » Statuses  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Aug 1, 2021

11. Would anyone else like to see Declined grants in the Dashboard?

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    Feedback Needed  ·  24 comments  ·  GLM & SLM Idea Lab » UI/UX  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Aug 1, 2021

12. Request Status Name and Additional Options

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    Proposed Idea  ·  20 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Lance Eskelund supported this idea  ·  Aug 1, 2021

13. Sync Sandbox with Live

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    3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Lance Eskelund shared this idea  ·  Dec 12, 2019

14. Navigation - Add Save option to left side menu

    51 votes

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

    
    

    Lance Eskelund supported this idea  ·  Oct 4, 2019