Add Primary Fund Advisor field to the Profile Fund custom report
We use the Primary Fund Advisor as the main contact for Fund communication. The Profile Fund custom report section does not provide a selection for the Primary Fund Advisor. We use the Profile Fund Categories to filter various roles of advisors and related individuals, but had planned to use the Primary Fund Advisor already built into CSuite to identify the main contact.
Marian Spicer
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Sally Weldon
commented
Recently there were a few fields added to the Fund Advisor custom report but these other fields were left out - basically if we can enter data into a field please have it available on the custom reports.
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