Settings and activity

6 results found

1. Auto-Populate Names

   44 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jennifer Beck supported this idea  ·  Mar 6, 2026

2. Mobile application for Fund Advisor Portal

   73 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Beck supported this idea  ·  Mar 6, 2026

3. More than sum in table summaries

   18 votes

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   2 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Jennifer Beck supported this idea  ·  Oct 20, 2025

4. Sync Emails to GLM

   7 votes

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   1 comment  ·  GLM & SLM Idea Lab » External Integration  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
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   Jennifer Beck commented  ·  Oct 20, 2025  ·  Edit…  ·  Delete…

   Great idea!

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   Jennifer Beck supported this idea  ·  Oct 20, 2025

5. Sync comments between GLM and C-Suite

   18 votes

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   2 comments  ·  GLM & SLM Idea Lab » Foundant Product Integrations  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
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   Jennifer Beck commented  ·  Oct 20, 2025  ·  Edit…  ·  Delete…

   The ability to increase communication avenues would be helpful.

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   Jennifer Beck supported this idea  ·  Oct 20, 2025

6. birthday - option to not include year

   121 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Jennifer Beck supported this idea  ·  Jul 19, 2024