Settings and activity

5 results found

1. Login As --Removes user's existing login

   234 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Monica Emery supported this idea  ·  Jan 7, 2025
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   Monica Emery commented  ·  Jan 7, 2025  ·  Edit…  ·  Delete…

   I agree with everything previously shared. Easily logging in as or proxying as a Fund Advisor (without being logged out as ourselves) is so key to our interactions.

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2. birthday - option to not include year

   113 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Monica Emery supported this idea  ·  Jun 26, 2024

3. idea lab

   29 votes

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   2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Under Consideration  ·  Holly Spitz responded

   Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

   Monica Emery supported this idea  ·  Jun 26, 2024

4. bulk upload

   20 votes

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   1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Monica Emery supported this idea  ·  Jan 25, 2024

5. Batch attach file to grant

   21 votes

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

   
   

   Monica Emery supported this idea  ·  Jan 25, 2024