Settings and activity

55 results found

1. Check Template Field Request: Advisor Email

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  May 13, 2025

2. Fund Portal: Multi-Payment Grants

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Mar 31, 2025

3. Enhancement to Abandoned Cart Email Frequency

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Feb 21, 2025

4. Send auto email to FA's with unsubmitted grants in cart

   32 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Feb 21, 2025

5. Abandoned Cart Email: Option to select who to send email to

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Feb 20, 2025

6. Attached files sorted most recent at the top (or options to select sort).

   40 votes

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   4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   S.Ledford supported this idea  ·  Feb 19, 2025

7. Select Share Document [Yes/No] when uploading a file

   24 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   S.Ledford supported this idea  ·  Feb 19, 2025

8. Batch attach file to grant

   21 votes

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

   
   

   S.Ledford supported this idea  ·  Feb 19, 2025

9. bulk upload

   18 votes

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

   
   

   S.Ledford supported this idea  ·  Feb 19, 2025

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

    17 votes

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

    
    

    S.Ledford supported this idea  ·  Feb 19, 2025

11. Assigning task to yourself & Outlook event

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

12. Birthday/Anniversay alerts

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You could create a report with a relative date filter that is sent to your email. That might help with this request!

    S.Ledford supported this idea  ·  Feb 19, 2025

13. File Category Sort Order

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

14. Capacity to tag additional profiles in notes

    18 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

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

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

16. Indicate fund balance has been reduced by pending grants on the fund

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

17. Distribution start date

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Feb 19, 2025

18. Batch Donation Notify and Grant Notify Emails

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jan 31, 2025

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

    62 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jan 15, 2025

20. New Fund Advisor Portal Grant Request Style

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    S.Ledford supported this idea  ·  Jan 2, 2025