Settings and activity

6 results found

1. Ability to build custom dashboards

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   51 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Emily Hannon supported this idea  ·  Jun 10, 2024

2. History of Fund Advisors for a Fund

   45 votes

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   1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Emily Hannon supported this idea  ·  Feb 1, 2024

3. Duplicate Profiles

   19 votes

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

   
   

   Emily Hannon supported this idea  ·  Feb 1, 2024

4. Household opportunities should show on Individual profiles

   59 votes

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

   
   

   Emily Hannon supported this idea  ·  Nov 8, 2023

5. Fund Anniversary/Upcoming Anniversary Reporting Functionality

   65 votes

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   7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Emily Hannon commented  ·  Nov 8, 2023  ·  Edit…  ·  Delete…

   Agreed!

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   Emily Hannon supported this idea  ·  Nov 8, 2023

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

   9 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Emily Hannon supported this idea  ·  May 10, 2023