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58 results found

  1. GLM/SLM changes syncing with csuite profiles

    29 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

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

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

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

    116 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  4. birthday - option to not include year

    115 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 

  5. Single Sign On with Microsoft 365

    8 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Julie Dowell supported this idea  · 

  6. Advisor Household label field in grant template

    17 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Julie Dowell supported this idea  · 

  7. Add the ability to import custodial statements

    5 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Julie Dowell supported this idea  · 
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    Julie Dowell commented  · 

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

  8. notes by date

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  9. Task Calendar Invite

    27 votes

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

  10. Tasks viewable to everyone who opens a profile

    32 votes

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    8 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

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

    38 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  12. inactive users - remove from assign to task list

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  13. Link one note to multiple profiles or funds

    48 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

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

    56 votes

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

  15. Task Email Reminder to include task description

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  16. Viewing all notes for a Household profile and any members

    22 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  17. Note block view and sizing s/b across full screen.

    19 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Julie Dowell supported this idea  · 

  18. salutation/mailing label auto fill

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Julie Dowell supported this idea  · 
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