Settings and activity

43 results found

1. View Only permission option for Log In As in New Portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Laurie Kays supported this idea  ·  Feb 7, 2025

2. open books need a warning or a password

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 7, 2025

3. Enhance Budgeting Tools - Scenarios, Forecasts

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 7, 2025

4. Budget % Over year automation

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 7, 2025

5. Rename one financial report on new print option

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 7, 2025

6. Budget Reporting

   23 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 7, 2025

7. Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 7, 2025

8. Print column headings on multiple pages of pdf reports from "print page"

   29 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Feb 7, 2025

9. Bulk Edit - Payment schedule date and grant date

   46 votes

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   7 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  ·  Jan 6, 2025

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

    86 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Dec 18, 2024

11. payment date

    31 votes

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    4 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  ·  Nov 26, 2024

12. Grant description field should be larger so it can be viewed without scrolling

    25 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Nov 26, 2024

13. Send or print grant letters in bulk, not just by check batch

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Nov 26, 2024

14. Ability to build custom dashboards

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    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Oct 2, 2024

15. Recurring Alerts on Home Menu

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    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Oct 2, 2024

16. Pay Email Address for EFT Grant Notifications

    78 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Oct 2, 2024

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

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    
    

    Laurie Kays supported this idea  ·  Apr 10, 2024

18. Docusign Integration

    143 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  ·  Feb 1, 2023

19. board portal

    202 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Laurie Kays supported this idea  ·  Feb 1, 2023

20. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 1, 2023