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Settings and activity

7 results found

  1. Create Fund Advisor Login (for Legacy Portal) from "Fund Advisor" record

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Janet Sharp supported this idea  · 

  2. opportunity letter - need option to email

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Janet Sharp supported this idea  · 

  3. Grant Letter emails should be included in an organization's email history!

    18 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Janet Sharp supported this idea  · 

  4. Add Permission to View ACH Details in Profiles

    40 votes

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    6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Janet Sharp supported this idea  · 

  5. Change Fund Group at a Point in Time

    94 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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  6. Bank reconciliations - option to hide checked items for easier list of open transactions

    47 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Janet Sharp supported this idea  · 

  7. email - integration with Outlook

    87 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Janet Sharp supported this idea  ·