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Add "Primary" Fund Advisor as Reportable Field

Please add Primary Fund Advisor field to the Profile Fund custom report. Currently there is no way to see which funds do not have a primary advisor or have out-of-date primary advisors, without opening each individual Fund record. It's making system setup and maintenance unmanageable.

Thank you! - TCF

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hstone@columbusfoundation.org shared this idea  ·   ·  Report…  ·  Admin →
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  • Julie commented  ·   ·  Report

    If C Suite is going to require that one Advisor be marked primary even though multiple people may have equal advisory privileges and we don't want to have to have one identified as primary, then at least we should be able to pull a report on it.

  • Sally Weldon commented  ·   ·  Report

    The only way to get any information about Primary Advisor is from the fund record and it is NOT a yes/no field it is the name of the primary advisor and the profile id. Please make this data part of the Profile Fund and Fund Advisor objects!