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CommunitySuite Idea Lab: Funds

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Fund Module - sort relationships by Fund Profile Category

Sort relationships to fund by Fund Profile Category

1 vote

Dedie Cornett shared this idea · Nov 11, 2024 · Report… · Admin →

Proposed Idea · Nov 12, 2024

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Dedie Cornett commented · November 11, 2024 7:51 AM · Report

When setting up funds and reviewing relationships, it would be very helpful to be able to sort by the Fund Profile Category.

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