Settings and activity

89 results found

1. Change Fund Group at a Point in Time

   97 votes

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   10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   David Weisz supported this idea  ·  Mar 30, 2022

2. investment strategy: option set a dollar amount

   19 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Mar 30, 2022

3. Custom Field Type - number option

   42 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 17, 2022

4. Navigation - Add Save option to left side menu

   53 votes

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   Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jan 4, 2022

5. Make spendables a field in both the Fund Summary dashboard and the custom reports

   17 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Sep 15, 2021

6. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   48 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Aug 31, 2021

7. email - integration with Outlook

   88 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jun 16, 2021

8. fund advisor portal grant notification-advisor specific

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  May 27, 2021

9. Bank reconciliations - option to hide checked items for easier list of open transactions

   47 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Apr 9, 2021