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8 results found

  1. Ability to build custom dashboards

    50 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Emily Hannon supported this idea  · 

  2. History of Fund Advisors for a Fund

    45 votes

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

  3. Duplicate Profiles

    18 votes

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

  4. Household opportunities should show on Individual profiles

    57 votes

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

  5. Fund Advisor: Make Password visible

    54 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Emily Hannon supported this idea  · 

  6. Closed Funds should appear in Red in Relationships tab

    83 votes

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

  7. 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  · 

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

    9 votes

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