Fund Created Field - not a date stamp
For us the Created date for a fund is the date the fund agreement was signed which is never the same day we are creating the fund in Csuite. This field used to just be a date field and then turned into a date stamp. Now after we create the fund in Csuite we always have to edit the date stamp to be the date the fund agreement was signed. And being a date stamp, we have to be sure to only edit the date and leave the time in the field or the system won't accept it. This field would be more efficient to us to just be a date field.
Christine Stammer
shared this idea
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Andrea
commented
I would like to tag on to the Created date request - because we do the same at my organization as far as created date goes. ALSO, I run a weekly report for our finance team to show what funds have been opened within the week (but it could be any time period). It pulls in only the funds that have the "created date" within the last week. For example - today is 4/17. I opened a fund this week and edited the created date to 3/10 per our fund agreement. When I pull my weekly fund opened report, it does not pull in this new fund even though I just opened it because the created date is not within the week of 4/10 to 4/17. If we could add a fund created time stamp as a field to fund custom reporting, that would be super helpful!