Settings and activity

66 results found

1. board portal

   208 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Jennifer Brambley supported this idea  ·  Feb 17, 2023

2. Add Profile Fund Category to Fund Advisor Fund Custom Report

   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Sep 2, 2022

3. Docusign Integration

   149 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  Aug 12, 2022

4. Color code outward facing fields

   62 votes

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   0 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Jennifer Brambley supported this idea  ·  Jun 9, 2022

5. Change Fund Group at a Point in Time

   97 votes

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   10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Skye Weber responded
   Jennifer Brambley supported this idea  ·  May 5, 2022

6. fund advisor portal grant notification-advisor specific

   43 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jennifer Brambley supported this idea  ·  May 5, 2021