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26 results found

  1. FA Donation notifications should include tribute information

    90 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  2. Wealth search third party software to integrate with CSuite

    26 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  3. Add Profile Fund Category to Fund Advisor Fund Custom Report

    37 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  4. Unique URLs to Easily Share Reports

    25 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    hstone@columbusfoundation.org shared this idea  · 

  5. fund advisor portal grant notification-advisor specific

    44 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    hstone@columbusfoundation.org supported this idea  · 

  6. Ability to edit Profile Fund Link categories versus deleting and relinking

    64 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    hstone@columbusfoundation.org commented  · 

    It would be great to be able to change a Profile Fund Category by simply selecting a new category from the table, rather than having to unlink the profile from the fund then re-link the profile and fund with the new category.

    hstone@columbusfoundation.org supported this idea  · 
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