Settings and activity

64 results found

1. Profiles: Move Similar Profiles to the relationship tab

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

2. Make tasks viewable to all when in a profile or household

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

3. Capitalization

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

4. GLM/SLM changes syncing with csuite profiles

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

5. When moving a profile from 'inactive' to 'active', automatically remove 'inactive' from the address, email, and phone fields

   24 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

6. Last Donation Date does not reflect accurate last gift date

   102 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

7. birthday - option to not include year

   90 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

8. Single Sign On with Microsoft 365

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

9. User Sign In: Always include "Forgot Password" link on login page

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   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Julie Dowell supported this idea  ·  Apr 16, 2024

10. types of labels and salutations

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Apr 16, 2024

11. Advisor Household label field in grant template

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Apr 16, 2024

12. Report to export profiles with pictures

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Julie Dowell shared this idea  ·  Feb 29, 2024

13. Add the ability to import custodial statements

    4 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Dec 21, 2023
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    Julie Dowell commented  ·  Dec 21, 2023  ·  Edit…  ·  Delete…

    Is there a way to update the investment performance for fund advisors that integrates into CSuite? Something more real time would be nice

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14. notes by date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

15. Task Calendar Invite

    19 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Sep 6, 2023

16. Tasks viewable to everyone who opens a profile

    25 votes

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    6 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

17. Opportunity Tasks Notes Need to Show Up on the Fund

    33 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

18. inactive users - remove from assign to task list

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

19. Link one note to multiple profiles or funds

    41 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Julie Dowell supported this idea  ·  Sep 6, 2023

20. Notes: Collapse list to show most recent with ability to show all

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Julie Dowell supported this idea  ·  Sep 6, 2023