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  1. Fund Advisor Portal Enhancements Please

    148 votes

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    Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Kassidy Nygaard supported this idea  · 

  2. Customize file download name

    21 votes

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    3 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Kassidy Nygaard commented  · 

    I would like to be able to customize the filename format for batch downloaded .pdf and zip files. Currently, it requires the Process name to be included, and the filenames are too long to save in Microsoft SharePoint or OneDrive. I have to download to my desktop, rename each one, then save to SharePoint or OneDrive. The representative who was helping me through the chat feature suggested I post the suggestion here. I would like to have the filename format as organization name_form name. Thanks!