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Settings and activity

7 results found

  1. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    21 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Eydie Wise supported this idea  · 

  2. General Ledger Alert notifications

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Eydie Wise supported this idea  · 

  3. Profile changes (ex: name, address) should not update historical information.

    48 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Eydie Wise commented  · 

    I also agree that this is needed. It would be very helpful to ensure we are keeping accurate records for all our constituents.

    Eydie Wise supported this idea  · 

  4. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Eydie Wise supported this idea  · 

  5. Bring back counts in Fund Statement generation

    12 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Eydie Wise supported this idea  · 

  6. Note block view and sizing s/b across full screen.

    18 votes

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    2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Eydie Wise supported this idea  · 

  7. New hire training videos that I could assign upon hire

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Eydie Wise supported this idea  ·