Settings and activity

74 results found

1. 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

   
   

   Julie Dowell supported this idea  ·  Apr 16, 2024

2. Profile changes (ex: name, address) should not update historical information.

   48 votes

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

   
   

   Julie Dowell supported this idea  ·  Apr 16, 2024

3. Flag Duplicate Addresses

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

4. Profile Type descriptions

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

5. Profiles: Move Similar Profiles to the relationship tab

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

6. Make tasks viewable to all when in a profile or household

   10 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

7. Capitalization

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

8. GLM/SLM changes syncing with csuite profiles

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

9. Profile Merge should include all fields

   85 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

10. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

11. Last Donation Date does not reflect accurate last gift date

    85 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

12. birthday - option to not include year

    59 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

13. Single Sign On with Microsoft 365

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

14. Change Log back to detail it used to provide

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

15. User Sign In: Always include "Forgot Password" link on login page

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    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

16. types of labels and salutations

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Apr 16, 2024

17. Advisor Household label field in grant template

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

18. Report to export profiles with pictures

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Feb 29, 2024

19. Add the ability to import custodial statements

    4 votes

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

    
    

    Julie Dowell supported this idea  ·  Dec 21, 2023
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    Julie Dowell commented  ·  Dec 21, 2023  ·  Edit…  ·  Delete…

    Is there a way to update the investment performance for fund advisors that integrates into CSuite? Something more real time would be nice

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20. categories

    5 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

    
    

    Julie Dowell shared this idea  ·  Oct 11, 2023