Settings and activity

24 results found

1. Add Email address "Other Detail" to a reporting object.

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   42 votes

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   Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  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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   Kevin Lundy supported this idea  ·  Dec 9, 2024

2. Develop Login Report that also shows Profiles logging in with PIN

   12 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Kevin Lundy shared this idea  ·  Oct 30, 2024

3. fund advisor portal grant notification-advisor specific

   43 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Kevin Lundy supported this idea  ·  Jun 16, 2024

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

   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Kevin Lundy supported this idea  ·  Jul 12, 2023