← IDEA LAB Settings and activity 1 result found Donor/FA Portal: Add sticky note/flag to view upon login 20 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 1 comment · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Proposed Idea · AdminSkye Weber (Admin, Foundant Technologies) responded An error occurred while saving the comment Laura Doerr commented · September 02, 2021 · Edit… · Delete… Agree - I don't know if it was your intent but this would be great if staff would like the Fund Advisor to contact them for any reason (to encourage them to update contact information, etc.), which is my need to have this feature. Save Submitting... Laura Doerr supported this idea · September 02, 2021
Laura Doerr
supported this idea
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Agree - I don't know if it was your intent but this would be great if staff would like the Fund Advisor to contact them for any reason (to encourage them to update contact information, etc.), which is my need to have this feature.