short name
We are new users and are quite surprised (disappointed) that there is no field to record the account ID number used by our investment manager on a Fund profile. Our work-around is to use the SHORT NAME field for the ID No.
Also, it would help if the SHORT NAME field - for our purposes anyway - would appear in the uneditable Audit Detail Reports in Admin Fees and Rev Share sections.
Chris Ringkamp
shared this idea
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Jenni Hanna
commented
What you have described is exactly how we have been doing our profiles for 5 years. It works just fine. :-)
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Marsha Strauss
commented
Have you tried making a custom field?