Settings and activity

5 results found

1. Filtering should include nulls/blanks unless the filter is to exclude it

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   5 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Patrick Naswell commented  ·  Oct 1, 2024  ·  Edit…  ·  Delete…

   This would be very useful and a super time saver.

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   Patrick Naswell supported this idea  ·  Oct 1, 2024

2. Accessing attached files and notes on profiles from any designation

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Patrick Naswell supported this idea  ·  Jul 25, 2024

3. Subfund Filtering on Financial Report without needing to show subfunds

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Patrick Naswell supported this idea  ·  Jul 25, 2024

4. Sync Sandbox with Live

   24 votes

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   3 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Patrick Naswell supported this idea  ·  Jul 25, 2024

5. Revenue Share Deposits - Impact Investment Interest Income

   13 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Patrick Naswell supported this idea  ·  Apr 25, 2024