Settings and activity
11 results found
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6 votesGregg Oosterbaan supported this idea ·
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11 votesGregg Oosterbaan supported this idea ·
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129 votesGregg Oosterbaan supported this idea ·
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55 votesGregg Oosterbaan supported this idea ·
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31 votes
An error occurred while saving the comment Gregg Oosterbaan supported this idea · -
80 votesGregg Oosterbaan supported this idea ·
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30 votesGregg Oosterbaan supported this idea ·
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114 votesGregg Oosterbaan supported this idea ·
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142 votesPlanned · 6 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Gregg Oosterbaan supported this idea ·
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149 votesGregg Oosterbaan supported this idea ·
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39 votesUnder Consideration · 2 comments · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Admin →Gregg Oosterbaan supported this idea ·
Adding to this one...permissions to create, share, and view custom reports should be added. Right now, we have to add the "custom report" permission to a user and it is all or nothing. Its common for the consumer of the report to be different from the creator, so these permissions should be broken out.