Settings and activity

5 results found

1. More details to email from "Fund Advisor Profile Updated"

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Marinda Ochs shared this idea  ·  Nov 13, 2024

2. Check Detail Attachment

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Marinda Ochs shared this idea  ·  Nov 13, 2024

3. Profile changes (ex: name, address) should not update historical information.

   54 votes

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   1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Marinda Ochs supported this idea  ·  Jul 8, 2024

4. Flag Duplicate Addresses

   23 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Marinda Ochs supported this idea  ·  Jul 8, 2024

5. Recurring Alerts on Home Menu

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   86 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Marinda Ochs shared this idea  ·  Jun 19, 2024