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  1. Fund Module - sort relationships by Fund Profile Category

    2 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Dedie Cornett commented  · 

    When setting up funds and reviewing relationships, it would be very helpful to be able to sort by the Fund Profile Category.

    Dedie Cornett shared this idea  · 

  2. ID # search

    40 votes

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    5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Dedie Cornett commented  · 

    In all areas, allow Profile ID to populate at end of profile name search to help with confidence in selecting the correct profile.

    Dedie Cornett supported this idea  ·