Settings and activity

17 results found

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

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Laurie Kays supported this idea  ·  Apr 10, 2024

2. Enable Two-Factor Authentication via Text Message

   74 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Apr 5, 2024

3. internal grant upload

   47 votes

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

   
   

   Laurie Kays supported this idea  ·  Sep 20, 2023

4. Fund statements

   127 votes

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   Proposed Idea  ·  14 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Aug 30, 2023

5. Include Custom Fields in "Add Financial Filter".

   41 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 1, 2023

6. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 1, 2023

7. board portal

   158 votes

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   7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Laurie Kays supported this idea  ·  Feb 1, 2023

8. Add Fund Open Date and Investment Strategy to Underwater Funds Report

   71 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 1, 2023

9. Secure option to obtain ACH information

   141 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 1, 2023

10. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    • 

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 1, 2023

11. Public Securities Donations To Multiple Funds

    28 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laurie Kays commented  ·  Oct 21, 2022  ·  Edit…  ·  Delete…

    Yes, this is really needed!

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    Laurie Kays supported this idea  ·  Oct 21, 2022

12. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Jun 24, 2022

13. History of Fund Advisors for a Fund

    38 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Laurie Kays supported this idea  ·  Jun 24, 2022

14. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Jun 24, 2022

15. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Jun 24, 2022

16. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Jun 24, 2022

17. Destination funds for internal grants named on fund statements

    26 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

    
    

    Laurie Kays supported this idea  ·  Apr 6, 2021