Settings and activity

130 results found

1. Linking profiles to funds- multiple links at a time

   59 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Feb 2, 2023

2. Custom Field in Tasks

   21 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Susie Lotreck supported this idea  ·  Oct 2, 2022

3. Color code outward facing fields

   62 votes

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   0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Susie Lotreck supported this idea  ·  Sep 26, 2022

4. Multiple contacts for Organizations

   46 votes

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   6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Susie Lotreck supported this idea  ·  Sep 7, 2022

5. 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
   Susie Lotreck supported this idea  ·  Aug 30, 2022

6. Allow Multiple File Attachments when Creating a Voucher

   53 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Aug 30, 2022

7. Navigation: It would be great to be able to sort the columns in the till section and to also add a column for gift date.

   30 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Susie Lotreck supported this idea  ·  Aug 27, 2022

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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   Susie Lotreck supported this idea  ·  Aug 25, 2022

9. Docusign Integration

   149 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Susie Lotreck supported this idea  ·  Jul 14, 2022
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   Susie Lotreck commented  ·  Jul 14, 2022  ·  Edit…  ·  Delete…

   This would be fantastic to have this available in CSuite !!

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10. Impact Investing: revenue share

    19 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Susie Lotreck supported this idea  ·  Jun 3, 2022