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  1. Attached files sorted most recent at the top (or options to select sort).

    42 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Hank supported this idea  · 

  2. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    36 votes

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    2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Hank supported this idea  · 

  3. Recurring Alerts on Home Menu

    103 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Hank supported this idea  · 
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    Hank commented  · 

    Ideally, they would just create a user dashboard that would list all things that need to be accomplished by the user.90% of other CRMs have this feature. There's no reason Csuite shouldn't have this after so many years in existence.

    CRMs should speed up your workflow. Csuite does compared to not having a CRM. But, not much more than that.

  4. One Log In Across Foundant Platforms

    227 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Hank supported this idea  · 

  5. History of Fund Advisors for a Fund

    45 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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  6. Color code outward facing fields

    61 votes

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    0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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  7. Docusign Integration

    144 votes

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

    We use HelloSign, which would also be nice to have.

  8. Back and Forward Button

    61 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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