Settings and activity

6 results found

1. Bring back sold amount option for tax receipts

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Elizabeth Gagne commented  ·  Jan 29, 2025  ·  Edit…  ·  Delete…

   It is too easy to make mistakes if adding these numbers manually.

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   Elizabeth Gagne supported this idea  ·  Jan 29, 2025

2. custom report check date field

   6 votes

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   0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Elizabeth Gagne supported this idea  ·  Jan 29, 2025

3. Abandoned Cart Email: Option to select who to send email to

   16 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Elizabeth Gagne supported this idea  ·  Jan 28, 2025
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   Elizabeth Gagne commented  ·  Jan 28, 2025  ·  Edit…  ·  Delete…

   This would be a great feature!!

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4. Public Name for Internal Grant Funds

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Elizabeth Gagne supported this idea  ·  Jan 22, 2025

5. Display investment activity and fees by fund on fund advisor portal

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   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Gagne supported this idea  ·  Jan 15, 2025

6. Fund Advisor Portal: ability to show asset balances

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Elizabeth Gagne supported this idea  ·  Oct 24, 2024