Would like ability to change Fund Advisor to NOT primary
Currently, once a fund advisor is made Primary, it's not possible to de-select them as primary. Seems like this could be a check box like the other Permissions, rather than a button.
Jenny C
shared this idea
This is already possible, as long as there is more than one fund advisor on the fund. If there is only one fund advisor it is the primary. It is a radio button since only one fund advisor can be primary.
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Susan Price
commented
Yes please. We want control of our data. We are using Primary on the Fund Advisor in a particular way. Not having control of this field makes the way we were previously using it obsolete. Please change this to editable checkbox like the rest of the options. Thank you!
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Julie
commented
Yes! We previously marked some fund advisors as primary in a couple where both are fund advisors but now can't undo having one as primary. This should be able to be unchecked.