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8 results found

  1. Add Secondary Steward to Profiles/Funds

    24 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frank Bogatz supported this idea  · 

  2. Mobile application for Fund Advisor Portal

    39 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Frank Bogatz supported this idea  · 

  3. Opening a DAF

    13 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Frank Bogatz supported this idea  · 

  4. Docusign Integration

    148 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Frank Bogatz supported this idea  · 

  5. Evaluating Follow-up submissions

    106 votes

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    Proposed Idea  ·  62 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Frank Bogatz supported this idea  · 

  6. Assign Follow-Ups for Evaluation/Review

    15 votes

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    4 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Frank Bogatz supported this idea  · 

  7. Evaluation Option for Follow Up Forms

    25 votes

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    3 comments  ·  GLM & SLM Idea Lab » Follow Ups  ·  Admin →
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    Frank Bogatz supported this idea  · 

  8. Add descriptive text to existing CRM fields for end user understanding of attribute

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Frank Bogatz shared this idea  ·