Settings and activity
72 results found
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20 votes
Jennifer Brambley
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3 votes
Jennifer Brambley
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8 votes
Jennifer Brambley
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3 votes
Jennifer Brambley
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9 votes
Jennifer Brambley
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2 votes
Jennifer Brambley
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87 votes
Jennifer Brambley
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117 votes
Jennifer Brambley
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85 votes
Jennifer Brambley
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4 votes
An error occurred while saving the comment
Jennifer Brambley
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3 votes
Jennifer Brambley
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5 votes
Jennifer Brambley
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5 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Jennifer Brambley
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14 votes
Jennifer Brambley
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16 votes
Jennifer Brambley
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16 votes
Jennifer Brambley
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Jennifer Brambley
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2 votes
Jennifer Brambley
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10 votes
Jennifer Brambley
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6 votes
An error occurred while saving the comment
Jennifer Brambley
commented
This is a great idea! I would love to be able to track how our advisors move through the portal. This would be very valuable.
Jennifer Brambley
supported this idea
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It would be very helpful to have the new date populate, or allow us to enter the new date instead of copying the old date.