Settings and activity
3 results found
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7 votes
An error occurred while saving the comment Andria Baker supported this idea ·
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1 vote
An error occurred while saving the comment Andria Baker commented
On the Fund Advisor portal – send login emails. In the edit content area, we use fund stewards, not employee names? Will it pull the fund steward assigned to the specific fund?
Andria Baker shared this idea ·
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4 votes
Andria Baker shared this idea ·
I agree and support this as it takes a huge amount of time for manual manipulation for the exported reports in order to achieve the results needed for alternate uses.