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109 results found

  1. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Michele McKinney supported this idea  · 

  2. 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  ·  Admin →
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    Michele McKinney supported this idea  · 

  3. notes by date

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Michele McKinney supported this idea  · 

  4. fund advisor portal grant notification-advisor specific

    32 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Michele McKinney supported this idea  · 

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

    46 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Michele McKinney supported this idea  · 
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    Michele McKinney commented  · 

    Agreed with shrinking the screen view, instead of working vertically, go horizontal across the top with the ID, Sticky, NoRollup, When, Who and then one line showing of the note with a show more.

  6. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

    30 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Michele McKinney supported this idea  · 

  7. Fund statements - sort by fund advisor or fund

    29 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney supported this idea  · 

  8. fund statement Advisor Name

    30 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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  9. Fund Statement Template Fields: add all account types

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Michele McKinney supported this idea  · 
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