Settings and activity

44 results found

1. Statement Type Option for No Statements

   25 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Staci Mincks supported this idea  ·  Mar 13, 2024

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

   34 votes

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   3 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Staci Mincks supported this idea  ·  Feb 13, 2024

3. Favorite Custom Reports

   49 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Staci Mincks supported this idea  ·  Feb 5, 2024

4. Custom Report - Event Campaign Guest List

   13 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Staci Mincks commented  ·  Feb 5, 2024  ·  Edit…  ·  Delete…

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

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   Staci Mincks supported this idea  ·  Feb 5, 2024