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  1. Navigation - Add Save option to left side menu

    47 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Christine Stammer supported this idea  · 

  2. File Organization in Donor Portal

    99 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Christine Stammer supported this idea  · 

  3. 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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    Christine Stammer supported this idea  · 

  4. 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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    Christine Stammer commented  · 

    We have found that it is sorting by the fund advisor "mailing label" which for us can be odd due to how the system handles organizations, etc. Not all of our fund advisors have something in the mailing label field. So then the system handles those that are blank even more oddly.

    Christine Stammer supported this idea  · 

  5. Bank reconciliations

    41 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christine Stammer supported this idea  · 

  6. Public Securities Sort

    24 votes

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    Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Christine Stammer commented  · 

    Yes! there is no rhyme or reason to how the public securities screen is sorted.

    Christine Stammer supported this idea  · 

  7. 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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    Christine Stammer shared this idea  · 
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