Settings and activity

23 results found

1. Allow edits to password reset email for fund advisor portal

   39 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Aug 21, 2025

2. Portal: ACH Option

   116 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Apr 29, 2025

3. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 28, 2025

4. Bank reconciliations - option to hide checked items for easier list of open transactions

   47 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

5. Balance Swaps - Exclude Accounts

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

6. Bank Reconcile - Reconcile List button within the reconciliation

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

7. Unwanted Updates to Bank Reconcile

   44 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

8. Toggle off closed accounts in bank reconcile

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

9. Additional Color Style Selections, please!

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

10. Donor Portal Financials - Only Allow Reporting on Closed Periods

    102 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

11. Hide Contact Information for Show Student Data on Portal

    36 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

12. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    80 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

13. 1099 - Add Mailing Address to Report

    52 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Feb 14, 2025

14. 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

    
    

    Nick Williams supported this idea  ·  Apr 10, 2024

15. percentage of gift to spendable

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Nick Williams supported this idea  ·  Oct 4, 2023

16. Adding Pronouns

    34 votes

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

    
    

    Nick Williams supported this idea  ·  Jan 18, 2023

17. Recurring donation record with ACH as a Payment option

    35 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

    Nick Williams supported this idea  ·  Oct 7, 2022

18. 990 tax class

    38 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Jul 26, 2022

19. Tasks and Reminders

    93 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  May 3, 2022

20. Notes: Collapse list to show most recent with ability to show all

    55 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Dec 1, 2021