Settings and activity

11 results found

1. Login As --Removes user's existing login

   131 votes

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   Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Tori Hart supported this idea  ·  Feb 12, 2025

2. Export List Views - Pledges Specifically

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jan 30, 2025

3. Bring back sold amount option for tax receipts

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jan 29, 2025

4. Bring back sold amount option for tax receipts

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   0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Edit…  ·  Delete…  ·  Admin →
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   Tori Hart shared this idea  ·  Jan 29, 2025

5. custom report check date field

   6 votes

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

6. Household opportunities should show on Individual profiles

   58 votes

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

   
   

   Tori Hart supported this idea  ·  Jan 28, 2025

7. Fund Advisor Tab Options Default

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Tori Hart supported this idea  ·  Jan 28, 2025

8. 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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   Tori Hart supported this idea  ·  Jan 28, 2025

9. 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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   Tori Hart shared this idea  ·  Jan 21, 2025

10. 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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    Tori Hart supported this idea  ·  Jan 15, 2025

11. Fund Advisor Portal: ability to show asset balances

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Tori Hart supported this idea  ·  Oct 24, 2024