Christy

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  1. Create a template for invoices

    30 votes

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    5 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy supported this idea  · 

  2. Editing Invoice Templates

    9 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy supported this idea  · 

  3. Organization of attached files

    143 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy supported this idea  · 

  4. Test System Emails Before Sending

    82 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy supported this idea  · 

  5. amendment date field

    1 vote

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Christy commented  · 

    After thinking more on this, I don't know if creating a data field is the best way. Some of our fund agreements have more than one amendment to the fund. So not sure what is the best way to track these.

    Christy shared this idea  · 

  6. Creating a new profile

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy shared this idea  · 

  7. Show Tribute Information on Fund Portal Without Having to Export

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy supported this idea  · 

  8. "Read Only" Fund Advisors on Portal

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy shared this idea  · 

  9. Fund Advisor attached to multiple funds

    13 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy shared this idea  · 

  10. Flag profile to have portal access ONLY

    40 votes

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    4 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy supported this idea  · 

  11. fund advisor

    13 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Christy supported this idea  · 

Feedback and Knowledge Base

(thinking…)