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CommunitySuite Idea Lab: Fund Advisors

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abaker@cfbroward.org

1 vote

Andria Baker shared this idea · Apr 23, 2025 · Report… · Admin →

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Andria Baker commented · April 23, 2025 12:46 PM · Report

On the Fund Advisor portal – send login emails. In the edit content area, we use fund stewards, not employee names? Will it pull the fund steward assigned to the specific fund?

Submitting...
- Ideal lab - Fund advisors content question 4-23-25.docx 54 KB