Settings and activity

5 results found

1. Profile Permissions: Separate "Manage Login Info" from "Login As"

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  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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   Rosie Sprangers supported this idea  ·  Jul 22, 2025

2. notes reporting - reference the primary profile from an opportunity note

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Rosie Sprangers shared this idea  ·  Jun 23, 2025

3. Include note/task type in note import

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Rosie Sprangers shared this idea  ·  Jun 23, 2025

4. profile service area on notes report

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Rosie Sprangers shared this idea  ·  Jun 23, 2025

5. Docusign Integration

   144 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Rosie Sprangers supported this idea  ·  Jun 2, 2022