Default to list only OPEN funds
It would be great if the "List " option when you're in a fund profile could be set to show ONLY open funds. Instead, it shows all funds, even the many that have been closed over the years. I would assume most staff using CSuite for day-to-day tasks would utilize the "open" fund list more than the full list!
3
votes
Miriam Leal
shared this idea
Fund List is a list of all funds closed and opened. Use Fund Open report to see the filtered list.
