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7 results found

  1. April 8th, 2026 Feedback for Investment Strategy: Fund Base Balance Update

    1 vote

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Dorena Geary commented  · 

    It works! I set the fund base balance and the amount and the system worked as promised.
    Now, I think our fundholders will want to set more than one fund base. For example, keep $10,000 in checking, $10,000 in short term pool, and the remainder in the long term pool.
    Thank you!

  2. Toggle off closed accounts in bank reconcile

    51 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Dorena Geary supported this idea  · 

  3. Archive closed bank accounts

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Dorena Geary supported this idea  · 

  4. Enable RSVP "No" for events

    62 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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    Dorena Geary supported this idea  · 

  5. Mobile application for Fund Advisor Portal

    74 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Dorena Geary supported this idea  · 

  6. Sync attachments in csuite and glm

    32 votes

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    2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Dorena Geary supported this idea  · 

  7. Full System Audit Trail / User Activity Logs should be mandatory

    88 votes

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    Proposed Idea  ·  9 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Dorena Geary supported this idea  ·