Tab permissions on fund advisors ALL or NONE
It would be awesome to be able to select [ALL] or [NONE] when adding the funds to a fund advisor portal. This is available in the Affiliate setup (see image "Capture1"). I currently have to check each very small box to turn tabs on and off for each fund (See image "Capture2". Many of our 300+ affiliates have 10-20 funds and fund advisors come and go every day.
Jennifer Meckling
shared this idea
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