Settings and activity
20 results found
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4 votes
Lenora
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10 votesLenora
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3 votesLenora
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4 votesLenora
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169 votes
An error occurred while saving the comment An error occurred while saving the comment Lenora
commented
Agree, this needs to be fixed before we have to roll over to the new portal. Can we get an update on timeline?
An error occurred while saving the comment Lenora
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Commenting to hopefully bump this fix. The new Login As is a nightmare!
Lenora
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2 votesLenora
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39 votes
An error occurred while saving the comment Lenora
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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.
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3 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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9 votesLenora
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18 votesLenora
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105 votesLenora
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35 votesLenora
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19 votesLenora
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37 votesLenora
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27 votesLenora
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48 votesLenora
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3 votesLenora
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7 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Lenora
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40 votesLenora
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Hi all! I had a Success call at Foundant yesterday and asked about this. They gave me an idea for a helpful workaround on this that I figured I would share here!
As long as your Sandbox site is synced down, you could just proxy in as the user from the Sandbox side and still be able to see what the user sees without kicking them out. They also shared that this functionality is a security thing, as the server is seeing two different people logging on to one account and thinks someone is being hacked. Due to that security issue, it's unlikely they'll change this functionality so hopefully the Sandbox work-around helps!