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Courtney Clapp

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  1. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Courtney Clapp supported this idea  · 

  2. Admin Fee Report

    21 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fee  ·  Admin →
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    Courtney Clapp commented  · 

    It would be really helpful to have this data point in the audit details report, as well as within custom reporting. Having the total asset base from the calc audit column is extremely helpful for revenue projections and fee analysis, as currently we are having to manually export these out of the audit details export and it's time consuming.

    Courtney Clapp supported this idea  · 

  3. stock gift entry - import, update description and entry order

    108 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Public Securities  ·  Admin →
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    Courtney Clapp supported this idea  · 

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