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7 results found

  1. Balance Swap - Edit Amounts

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Billie Jo Lake supported this idea  · 

  2. board portal

    205 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Billie Jo Lake supported this idea  · 

  3. Navigation - Add Save option to left side menu

    51 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    An error occurred while saving the comment
    Billie Jo Lake commented  · 

    even it not on the left, then at the top right

    if there is alot of information on the page, it can require alot of scrolling to get to the save button

    Billie Jo Lake supported this idea  · 

  4. 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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    Billie Jo Lake supported this idea  · 

  5. 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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  6. Docusign Integration

    144 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Billie Jo Lake supported this idea  · 

  7. 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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    Billie Jo Lake supported this idea  ·