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CommunitySuite Idea Lab: Campaigns

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portal exports

Legacy portal we were able to export invoices - such as tickets sold and the export would show the details and the campaign etc

2 votes

Michelle Gruhn shared this idea · Apr 1, 2025 · Report… · Admin →

Implemented ·

AdminSkye Weber (Admin, Foundant Technologies) responded · Sep 19, 2025

9/8/2025

Portal - Fund Advisor: Updated the Portal for Fund Advisors to be able to export invoices. Users will need to have the Invoice tab enabled for the fund advisor to use the new feature.

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