Settings and activity
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2 votes
Lenora
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20 votes
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1 voteLenora
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39 votesLenora
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4 votes
An error occurred while saving the comment Lenora
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This is a good idea - we all have different definitions of why/how we categorize things as group, subgroup, division and it would be great to have that definition in C-Suite!
Lenora
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7 votesLenora
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17 votesLenora
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95 votesLenora
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29 votesLenora
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18 votesLenora
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78 votes
An error occurred while saving the comment Lenora
commented
Commenting to hopefully bump this fix. The new Login As is a nightmare!
Lenora
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36 votesLenora
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27 votesLenora
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37 votesLenora
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1 voteLenora
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6 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Lenora
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40 votesLenora
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This! It would be very helpful if linking a profile to a fund gave you dates like linking orgs/profiles does. Then you could simply uncheck active and it would show that this person was a former fund advisor and their profile is still linked to the fund and keeps historical data.