Settings and activity

7 results found

1. Add "Primary" Fund Advisor as Reportable Field

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   24 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 26, 2025

2. Allow edits to password reset email for fund advisor portal

   18 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

3. New profile change - updating addresses

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 27, 2025

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

   188 votes

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   Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 2, 2025

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

   32 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 2, 2025

6. idea lab

   23 votes

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   2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Under Consideration  ·  Holly Spitz responded

   Thank you for this suggestion.  We are working on improvements to Idea Lab and our process.  

   Anonymous supported this idea  ·  Sep 9, 2024

7. Print Address from Donation Record on Envelope

   15 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Sep 5, 2024