Settings and activity
75 results found
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6 votesMarsha Strauss supported this idea ·
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5 votesMarsha Strauss supported this idea ·
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81 votesMarsha Strauss supported this idea ·
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7 votesMarsha Strauss supported this idea ·
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16 votesMarsha Strauss supported this idea ·
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2 votes
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19 votes
An error occurred while saving the comment Marsha Strauss commentedNice, kinda like what they have in the sandbox lessons
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63 votesMarsha Strauss supported this idea ·
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37 votes
An error occurred while saving the comment Marsha Strauss commentedYou could download the pdf packets of completed follow ups from the batch option in followups complete tab and then send in an email?
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38 votesMarsha Strauss supported this idea ·
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17 votesMarsha Strauss shared this idea ·
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9 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Marsha Strauss supported this idea ·
An error occurred while saving the comment Marsha Strauss commentedYikes. Turn off the auto receipts for now? I don't trust the auto things going out the way I want. Thankfully, we're small at this point, so I can watch things and do manually.
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12 votesMarsha Strauss shared this idea ·
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12 votesMarsha Strauss supported this idea ·
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47 votesMarsha Strauss supported this idea ·
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106 votesMarsha Strauss supported this idea ·
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16 votesUnder Consideration · 1 comment · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Admin →Marsha Strauss supported this idea ·
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32 votes
An error occurred while saving the comment Marsha Strauss commentedthey move it for you - no recreating
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12 votesMarsha Strauss shared this idea ·
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30 votesMarsha Strauss shared this idea ·
Don't even know when/why to do this...