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27 results found

  1. Login As --Removes user's existing login

    231 votes

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    Proposed Idea  ·  36 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jeanette Wilson supported this idea  · 

  2. Viewing all notes for a Household profile and any members

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jeanette Wilson supported this idea  · 

  3. Custom Field on Notes

    41 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jeanette Wilson supported this idea  · 

  4. Expand capability of "add note to CSuite" Outlook integration

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Jeanette Wilson supported this idea  · 

  5. Report Filtering

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jeanette Wilson shared this idea  · 

  6. Subfund Filtering on Financial Report without needing to show subfunds

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jeanette Wilson supported this idea  · 

  7. One Log In Across Foundant Platforms

    226 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Jeanette Wilson commented  · 

    Good point - I had to go through multiple steps to get to here because I forgot my password!

    Jeanette Wilson supported this idea  · 
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