Ability to Archive Unused Fund Fee Type
We have consolidated many fund fee types and are no longer using them. Because they have historical data we can not delete them so they still show as options when creating a new fund. It would be nice to have the ability to archive these fee types so that they no longer show up much like you can with profile types.
Mandy Hicks
shared this idea
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Kristin Blake
commented
There are fund fees that have been used but will no longer be used in the future. I agree it would be nice to archive fee types so they aren't selected when setting up a new fund. They don't have to go away permanently but if we can limit our list then less errors will be made.