Settings and activity

15 results found

1. Docusign Integration

   143 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Minal Patel supported this idea  ·  Jun 18, 2025

2. Bulk reassign tasks

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Minal Patel supported this idea  ·  Jun 13, 2025

3. Link Tasks to the Stages in Opportunities

   32 votes

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

   
   

   Minal Patel supported this idea  ·  May 30, 2025

4. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   27 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Minal Patel supported this idea  ·  Apr 29, 2025

5. Send email to multiple emails for electronic payments

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Minal Patel supported this idea  ·  Apr 23, 2025

6. ACH payments out: add content to email

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Minal Patel supported this idea  ·  Apr 23, 2025

7. Allow Vouchers to be placed on-hold

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Minal Patel supported this idea  ·  Apr 23, 2025

8. 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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   Minal Patel supported this idea  ·  Apr 23, 2025

9. Primary email for grant letters

   6 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Minal Patel supported this idea  ·  Apr 23, 2025

10. Login As --Removes user's existing login

    235 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Minal Patel supported this idea  ·  Apr 23, 2025

11. Simplify/Merge the Grant Request screens

    104 votes

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    Planned  ·  12 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Minal Patel supported this idea  ·  Apr 23, 2025

12. 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

    
    

    Minal Patel supported this idea  ·  Aug 9, 2023

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

    47 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Minal Patel supported this idea  ·  Apr 26, 2023

14. Make Opportunity Type Inactive

    28 votes

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

    
    

    Minal Patel supported this idea  ·  Dec 27, 2022

15. One Log In Across Foundant Platforms

    224 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Minal Patel supported this idea  ·  May 5, 2022