9/7/22 Fund Advisor portal steward update-staff photo s/b at steward level not fund level
This was the last of my exchange with support.
So am I reading this right that I still have to go into every single fund to add a single (steward) photo? That does not make sense to have this feature at the fund level, why wouldn't the image be added at the steward level??????
Ashley Ruiz
That is how it works at this moment. It would have to be added to the steward profile for each fund
1
vote
Michele McKinney
shared this idea
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Yes, that is correct you set this at the user level and then you add the fund stewards to the funds..which can be done in bulk :)
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Jenny Praytor
commented
I might be reading your question wrong. But I added photos at the User level. And then their photo showed up on all funds where they each individual is listed as fund steward.
