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28 results found

  1. Add Profile Fund Category to Fund Advisor Fund Custom Report

    37 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Michele McKinney supported this idea  · 

  2. Color code outward facing fields

    68 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Michele McKinney supported this idea  · 

  3. Docusign Integration

    152 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Michele McKinney supported this idea  · 

  4. Full integration of cloud-based, third party billing responsible for acquiring vendor/grantee sensitive data

    22 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Michele McKinney supported this idea  · 

  5. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Michele McKinney supported this idea  · 

  6. 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  ·  Admin →
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    Michele McKinney supported this idea  · 

  7. fund advisor portal grant notification-advisor specific

    44 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Michele McKinney supported this idea  · 

  8. 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  ·  Admin →
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    Michele McKinney supported this idea  · 
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