Skip to content
← CommunitySuite Idea Lab

How can we improve CommunitySuite? Search or submit ideas below.

CommunitySuite Idea Lab: Funds

Categories

JUMP TO ANOTHER FORUM

(thinking…)

Track Fund Milestone Anniversaries

We want to have a stewardship program based on Fund Milestone Anniversaries - 1rst, 5th, 10th, 15th etc.. Currently the only way to manage is to use an excel spreadsheet to track the upcoming dates. If there was a function that permit this within CSuite, that could be reported on, that'd be great! Ideally, we could report on any fund that has a milestone anniversary year in any given year.

3 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Lorna Sandberg shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Madison Leighty commented  ·   ·  Report

    We do this process manually as well by pulling a custom report of all funds with an Open Date within a certain month and manually sorting down to significant/milestone years. It would be great to be able to self-select a more specific date range (e.g. Open Date during October 2023, October 2019, October 2014, etc.).