Settings and activity

13 results found

1. 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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   Tara supported this idea  ·  November 30, 2022

2. Turn off notifications when deactivating CSuite user

   36 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

   
   

   Tara supported this idea  ·  March 24, 2022

3. 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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   Tara supported this idea  ·  March 24, 2022

4. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   31 votes

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

   
   

   Tara supported this idea  ·  January 11, 2022

5. Grant Description Required in Donor Portal

   40 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Tara commented  ·  January 11, 2022  ·  Edit…  ·  Delete…

   This would be ok if it was an requirement for fundholders that could be turned on foundation-by-foundation however my foundation would not use it.

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6. Bank reconcile - approvals and log

   114 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Tara supported this idea  ·  January 11, 2022

7. Fund Advisor Portal: Visibility for grant checks cleared

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   48 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Tara supported this idea  ·  January 11, 2022

8. 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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   Tara supported this idea  ·  January 11, 2022

9. Advisor Portal - Option to view activity by year

   28 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Tara supported this idea  ·  November 15, 2020

10. Donor/FA Portal: Add sticky note/flag to view upon login

    20 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

    
    

    Tara supported this idea  ·  November 15, 2020

11. A notification to your email when an email bounces back in the system.

    38 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Tara supported this idea  ·  July 01, 2019

12. Printing out emails

    8 votes

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

    
    

    Tara supported this idea  ·  July 01, 2019

13. Fund Advisor Bulk Edits

    29 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Tara supported this idea  ·  May 15, 2019