Settings and activity

3 results found

1. Top Navigation Bar

   21 votes

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   Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » System Data  ·  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  ·  Feb 11, 2026
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   Monica Emery commented  ·  Feb 11, 2026  ·  Edit…  ·  Delete…

   I agree with everyone's comments to date regarding the top navigation change. Please either bring back the former top nav or reinstate the option to select the old version permanently. It's not just a matter of getting accustom to it, the new format negatively impacts our productivity.

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

   268 votes

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   Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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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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3. birthday - option to not include year

   119 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