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  1. fund advisor portal grant notification-advisor specific

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Bradford Hoar supported this idea  · 

  2. Option for household changes to populate individual profiles linked to household

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Bradford Hoar shared this idea  ·