Settings and activity

10 results found

1. Vendor ID in Custom Reports

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Erica Faltesek supported this idea  ·  Jul 15, 2024

2. Allow editing a custom report name, description or sharing without having to save as a different report

   25 votes

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   1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Erica Faltesek supported this idea  ·  May 12, 2023

3. Linking profiles to funds- multiple links at a time

   58 votes

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

   
   

   Erica Faltesek supported this idea  ·  Apr 24, 2023

4. Secure option to obtain ACH information

   176 votes

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   Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Erica Faltesek supported this idea  ·  Apr 24, 2023

5. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Erica Faltesek supported this idea  ·  Feb 6, 2023

6. Grant Approver: Easier way to create new approver

   29 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Erica Faltesek commented  ·  Mar 23, 2022  ·  Edit…  ·  Delete…

   It would be ideal to be able to bulk update grant approvers, such as in the case where all of one user's funds are moved to another user for approval.

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   Erica Faltesek supported this idea  ·  Mar 23, 2022

7. Grant Notifications for Internal Grants

   46 votes

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

   
   

   Erica Faltesek supported this idea  ·  Dec 3, 2021

8. fund advisor portal grant notification-advisor specific

   39 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Erica Faltesek commented  ·  Aug 9, 2021  ·  Edit…  ·  Delete…

   I'd want this to be an optional setting- in many cases we use the current functionality as a control so that all advisors are aware when one makes a distribution.

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9. Destination funds for internal grants named on fund statements

   27 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

   
   

   Erica Faltesek supported this idea  ·  Jul 20, 2021

10. Back and Forward Button

    58 votes

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

    
    

    Erica Faltesek supported this idea  ·  Sep 4, 2019