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66 results found

  1. Link one note to multiple profiles or funds

    43 votes

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

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

    48 votes

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

  3. Task Email Reminder to include task description

    13 votes

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

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

    20 votes

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

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

    18 votes

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

  6. 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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