Settings and activity

11 results found

1. Permission to Delete Others' Shared Reports

   5 votes

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   0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  May 6, 2024

2. Show Steward Active/Inactive Status in System Configuration Steward List

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  May 2, 2024

3. Fund statements

   129 votes

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   Proposed Idea  ·  15 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Apr 18, 2024

4. Create ability to attach files to a note

   53 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Feb 12, 2024

5. Favorite Custom Reports

   31 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Gregg Oosterbaan commented  ·  Feb 5, 2024  ·  Edit…  ·  Delete…

   Adding to this one...permissions to create, share, and view custom reports should be added. Right now, we have to add the "custom report" permission to a user and it is all or nothing. Its common for the consumer of the report to be different from the creator, so these permissions should be broken out.

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   Gregg Oosterbaan supported this idea  ·  Feb 5, 2024

6. Enable Two-Factor Authentication via Text Message

   79 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  Jan 23, 2024

7. Profiles: required fields - visually display which fields

   30 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  May 11, 2023

8. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  May 11, 2023

9. Recurring Donation - give donors option to end or change amount on portal

   142 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Gregg Oosterbaan supported this idea  ·  May 11, 2023

10. Fund Advisor Portal Enhancements Please

    149 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  May 11, 2023

11. Change "no-reply@fcsuite.com" to Default Email Reply To

    39 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Gregg Oosterbaan supported this idea  ·  Apr 4, 2024