Revise report filter/field 'Is Owner' to 'Is Advisor' to match the Designation name it represents 1 vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea Anne Allieri shared this idea · Jul 17, 2024 · Report…Report… · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Proposed Idea · Aug 27, 2024 Show previous admin responses (4) Proposed Idea · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded · Aug 27, 2024 AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded · Aug 27, 2024 Proposed Idea · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded · Aug 27, 2024 Proposed Idea · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded · Aug 27, 2024 Tweet Add a comment… Remove Attachment Attach a File We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Post comment Submitting... An error occurred while saving the comment
Proposed Idea · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded · Aug 27, 2024
Proposed Idea · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded · Aug 27, 2024
Proposed Idea · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded · Aug 27, 2024