← IDEA LAB Settings and activity 23 results found FA Portal: Change Label For "Fund Advisor" on Portal - Not Everyone with Access to the Portal is an Advisor 23 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea Planned · 3 comments · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Madeline Bennett supported this idea · Apr 9, 2024 Please consider the term "Portal Access" rather than "Fund Advisor" as a "Designation" Capture1.JPG 46 KB 16 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea Planned · 4 comments · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Madeline Bennett supported this idea · Apr 9, 2024 File Organization in Donor Portal 99 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 12 comments · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Proposed Idea · AdminSkye Weber (Admin, Foundant Technologies) responded Madeline Bennett supported this idea · Apr 9, 2024 ← Previous 1 2 Next →