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  1. Fund Advisor Portal Reports

    2 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Gavin Posey shared this idea  · 

  2. Easier report user interface

    36 votes

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    Planned  ·  1 comment  ·  GLM & SLM Idea Lab » Reporting  ·  Admin →
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    Gavin Posey supported this idea  · 

  3. Tax Receipt For Gift With Multiple Designations

    1 vote

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Gavin Posey shared this idea  · 

  4. Tax Receipt For Gift With Multiple Designations

    1 vote

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » CRM  ·  Admin →
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    Gavin Posey shared this idea  ·