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4 results found

  1. Statement Type Option for No Statements

    25 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Martina Nolte supported this idea  · 

  2. Indicate required fields with an asterisk

    101 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Martina Nolte shared this idea  · 

  3. 990 Report - Option to filter to DAF

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Martina Nolte supported this idea  · 

  4. Admin Fee Report in Funds

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Martina Nolte supported this idea  ·