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5 results found

  1. Preferred Contact Profile Field

    28 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Sidney Suttles supported this idea  · 

  2. One Log In Across Foundant Platforms

    208 votes

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

  3. Application Packet File Name (for UA)

    7 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Admin →
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    Sidney Suttles supported this idea  · 

  4. Turn off notifications when deactivating CSuite user

    38 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Sidney Suttles supported this idea  · 

  5. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    18 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Sidney Suttles commented  · 

    Old workflow was as follows:
    Funds > Fund Statements > Select the Fund Statement ID for the specific month or quarter > select “Print Individual” from the left menu > use “Ctrl + F” to find the fund advisor (e.g. Ctrl + F Bruce Wayne) > Select Print and then print the PDF files generated for all funds that person (e.g. Bruce Wayne) was a fund advisor for.

    Sidney Suttles shared this idea  ·