Settings and activity

96 results found

1. board portal

   212 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   David Weisz supported this idea  ·  Jan 25, 2023

2. Create New Fund Online and Edit Existing Fund Online

   6 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Oct 7, 2022

3. Multiple contacts for Organizations

   48 votes

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   7 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   David Weisz supported this idea  ·  Jul 15, 2022

4. Color code outward facing fields

   68 votes

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   0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   David Weisz supported this idea  ·  Jul 15, 2022

5. Docusign Integration

   152 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jul 15, 2022

6. Wealth search third party software to integrate with CSuite

   26 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   David Weisz supported this idea  ·  Jul 15, 2022

7. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   32 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   David Weisz supported this idea  ·  Apr 19, 2022

8. 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

9. 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

10. 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

11. 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

12. 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

13. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    50 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

14. email - integration with Outlook

    91 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    David Weisz supported this idea  ·  Jun 16, 2021

15. fund advisor portal grant notification-advisor specific

    44 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

16. 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