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70 results found

  1. Custom fields available to sync when merging profiles

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  2. Custom Field in Tasks

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  3. Custom Field permission by record type

    29 votes

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    7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  4. Custom Field Type - number option

    22 votes

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    4 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Eyerusalem Gehringer commented  · 

    Agreed, it would be great, especially for enforcing formatting to ensure the custom field is always in number format. I'd really like to use the report counting/total/etc that it can do with existing numeric fields.

    Eyerusalem Gehringer supported this idea  · 

  5. Add ability to link Opportunity to a Profile that served as a referral

    33 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Eyerusalem Gehringer commented  · 

    This would be amazing. We track advisor referrals and fundholder referrals and it would be great to link to the advisor which ones they referred. If we could have a profile link to opportunities where we can define the types of opportunities link that would allow flexibility for different customers to use the language that they use for referrals. And to be able to use a custom report on that opportunity profile link to do a count of how many opportunities each profile referred.

    Eyerusalem Gehringer supported this idea  · 

  6. Household opportunities should show on Individual profiles

    62 votes

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    3 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  7. Reporting for multiple objects at once

    15 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  8. Unique URLs to Easily Share Reports

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  9. Reports: Freeze the column headers

    51 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 

  10. Change "no-reply@fcsuite.com" to Default Email Reply To

    54 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Eyerusalem Gehringer supported this idea  · 
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