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3 results found

  1. Make Alerts Function with Batch Grants

    2 votes

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    Proposed Idea  ·  0 comments  ·  GLM & SLM Idea Lab » Batch  ·  Admin →
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    Jason Andrews shared this idea  · 

  2. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jason Andrews supported this idea  · 

  3. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    31 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Jason Andrews supported this idea  ·