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1083 results found

  1. Term Investment - default fund/accounts would be helpful

    Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.

    Smart tips would be helpful in creating a new term investment for distribution fields.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Upload IDs - Legacy Profile Code

    It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.

    0 votes

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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  3. Creating customized templates for reports

    I would love the ability to create a customized word template based on criteria from specific reports, where the data from that report would merge directly into the template. For example, I want a directory of all our Board Members, with work information and primary contact information. I created a custom report using Profile Org Role, but now I will need to export that information to merge into a word doc template. I would love to be able to do that merge within the system.

    0 votes

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    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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