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  1. Login As --Removes user's existing login

    249 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Monica Emery supported this idea  · 
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    Monica Emery commented  · 

    I agree with everything previously shared. Easily logging in as or proxying as a Fund Advisor (without being logged out as ourselves) is so key to our interactions.

  2. birthday - option to not include year

    116 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Monica Emery supported this idea  ·