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  1. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

    40 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/Audit Support

    28 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  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  ·