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9 results found

  1. Data Visualization/Customizable Dashboards

    31 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Emily Hannon supported this idea  · 

  2. Add Filters to Fund Summary Reports

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Emily Hannon shared this idea  · 

  3. History of Fund Advisors for a Fund

    43 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Emily Hannon supported this idea  · 

  4. Duplicate Profiles

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Emily Hannon supported this idea  · 

  5. Household opportunities should show on Individual profiles

    56 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Emily Hannon supported this idea  · 

  6. Fund Advisor: Make Password visible

    53 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Emily Hannon supported this idea  · 

  7. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Emily Hannon supported this idea  · 

  8. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    63 votes

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    7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Emily Hannon commented  · 

    Agreed!

    Emily Hannon supported this idea  · 

  9. Event campaigns - adding fund advisor ability to view in portal

    8 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Emily Hannon supported this idea  ·