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Settings and activity

7 results found

  1. Bring back sold amount option for tax receipts

    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Monica Merante supported this idea  · 

  2. custom report check date field

    6 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Monica Merante supported this idea  · 

  3. 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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    Monica Merante supported this idea  · 

  4. Abandoned Cart Email: Option to select who to send email to

    16 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Monica Merante supported this idea  · 

  5. Public Name for Internal Grant Funds

    10 votes

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

  6. Display investment activity and fees by fund on fund advisor portal

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Monica Merante supported this idea  · 
    Monica Merante shared this idea  · 

  7. Fund Advisor Portal: ability to show asset balances

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Monica Merante shared this idea  ·