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47 results found

  1. birthday - option to not include year

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Staci Mincks supported this idea  · 

  2. fund advisor portal grant notification-advisor specific

    41 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Staci Mincks supported this idea  · 

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

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Staci Mincks supported this idea  · 

  4. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Staci Mincks supported this idea  · 

  5. Opportunity Tasks Notes Need to Show Up on the Fund

    36 votes

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    3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Staci Mincks supported this idea  · 

  6. Favorite Custom Reports

    49 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Staci Mincks supported this idea  · 

  7. Custom Report - Event Campaign Guest List

    14 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Staci Mincks commented  · 

    Would be beneficial to have this report across all campaigns with the ability to filter/group by campaign.

    Staci Mincks supported this idea  · 
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