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6 results found

  1. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Tess Slaton supported this idea  · 

  2. Task Calendar Invite

    17 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Tess Slaton commented  · 

    I love that I can send a calendar invite from an Opportunity task. The calendar invite is not compatible with Google though, so staff at our foundation cannot fully use this feature. Please update the Opportunity task calendar email notification to be able to put the task on Google calendar.
    Love this!! Thank you!

    Tess Slaton supported this idea  · 

  3. Opportunity Task Workflow

    30 votes

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Tess Slaton supported this idea  · 

  4. Task Email Reminder to include task description

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Tess Slaton shared this idea  · 

  5. Add Fund Steward as a field for Fund Statement Templates

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Tess Slaton supported this idea  · 

  6. ID # search

    31 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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