Settings and activity

89 results found

1. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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   48 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  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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   Julie supported this idea  ·  Feb 1, 2023

2. Linking profiles to funds- multiple links at a time

   59 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 31, 2023

3. Select Share Document [Yes/No] when uploading a file

   25 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Jan 20, 2023

4. Profile Types & Permissions

   19 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Nov 28, 2022

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

   35 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 29, 2022

6. Recurring Alerts on Home Menu

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   102 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Julie supported this idea  ·  Aug 24, 2022

7. Docusign Integration

   151 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Julie shared this idea  ·  May 26, 2022

8. 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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   Proposed Idea  ·  Skye Weber responded
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   Julie commented  ·  May 5, 2022  ·  Edit…  ·  Delete…

   Yes please, same with subgroups

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   Julie supported this idea  ·  May 5, 2022

9. email - integration with Outlook

   89 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Profiles  ·  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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   Julie supported this idea  ·  Apr 21, 2021