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3 results found

  1. All in One Master Report

    18 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jenny Flynn commented  · 

    Agreed, to be able to build a report from across the database in a more streamlined way would save time and give us better views

    Jenny Flynn supported this idea  · 

  2. Custom Reports: Opportunity Tasks & Notes

    75 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Jenny Flynn supported this idea  · 

  3. Pop-up Communications for Fund Advisors that show in the Portal

    39 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jenny Flynn commented  · 

    Very important to allow for surfacing opportunities to fund holders and individualizing their experience as well as a chance to fund important community needs.

    Jenny Flynn supported this idea  ·