Settings and activity

11 results found

1. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   57 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  May 21, 2025

2. Investment activity on Fund Summary dashboard in portal

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   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Monica Merante shared this idea  ·  May 20, 2025

3. Fund admin fees on Fund Summary in portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Monica Merante shared this idea  ·  May 20, 2025

4. Upload IDs - Legacy Profile Code

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  May 6, 2025

5. scholarship

   13 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Mar 21, 2025

6. Bring back sold amount option for tax receipts

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Jan 29, 2025

7. custom report check date field

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Jan 29, 2025

8. Fund Advisor Tab Options Default

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Jan 28, 2025

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

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Monica Merante supported this idea  ·  Jan 28, 2025

10. Public Name for Internal Grant Funds

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Monica Merante supported this idea  ·  Jan 22, 2025

11. Fund Advisor Portal: ability to show asset balances

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Monica Merante shared this idea  ·  Oct 24, 2024