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  1. 21 votes

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    Derica Reed supported this idea  · 
  2. 5 votes

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    Derica Reed shared this idea  · 
  3. 8 votes

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    Derica Reed supported this idea  · 
  4. 7 votes

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    Derica Reed shared this idea  · 
  5. 54 votes

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    Derica Reed supported this idea  · 
  6. 77 votes

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    Derica Reed supported this idea  · 
  7. 17 votes

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    Derica Reed commented  · 

    This is so important. Our last financial platform had this feature and it worked great for us. Since moving to CSuite we are forced to continuously change the information or add new profiles which becomes difficult to manage. This would be a great feature to add.

    Derica Reed supported this idea  · 
    Derica Reed shared this idea  · 
  8. 176 votes

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    Derica Reed supported this idea  · 
  9. 4 votes

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  10. 12 votes

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    Derica Reed supported this idea  · 
  11. 11 votes

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    Derica Reed commented  · 

    Search or Filter by – payment method, payment date, payment amount, or check number, any information in the check module. Also, can we add payment method As of now, we can’t determine wires from ACH because all electronic payments are categorized in csuite as “electronic”.

    Derica Reed shared this idea  · 
  12. 11 votes

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  13. 16 votes

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    Derica Reed shared this idea  · 
  14. 14 votes

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    Derica Reed shared this idea  · 
  15. 21 votes

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    Derica Reed commented  · 

    I agree that a workflow designer would be amazing! This feature exist in many of the CRMs and applications that I have used before. I think this would be especially helpful when creating new profiles. Profile creation is a multistep process for us and this feature would improve our data integrity.

    Derica Reed supported this idea  · 
  16. 29 votes

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  17. 15 votes

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  18. 30 votes

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  19. 15 votes

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  20. 9 votes

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    Derica Reed shared this idea  · 
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