Settings and activity

5 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  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Janet Sharp supported this idea  ·  Aug 28, 2024

2. opportunity letter - need option to email

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Janet Sharp supported this idea  ·  Aug 15, 2024

3. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Proposed Idea  ·  Skye Weber responded

4. 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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   Janet Sharp supported this idea  ·  Apr 19, 2022

5. email - integration with Outlook

   89 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Janet Sharp supported this idea  ·  Apr 21, 2021