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28 results found

  1. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Gloria Markus supported this idea  · 

  2. Term Investment report for "Investing Fund"

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  3. Make a Custom Report shareable as the default

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Gloria Markus shared this idea  · 

  4. Automatically Populate Grantee Contact on Internal Grants

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus supported this idea  · 

  5. Fund Advisor Tab Options Default

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Gloria Markus shared this idea  · 

  6. board portal

    207 votes

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    11 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus supported this idea  · 

  7. term investment - need 1099 interest report

    2 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  8. Term Investment - default fund/accounts would be helpful

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 
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