Settings and activity
17 results found
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2 votes
Lenora shared this idea ·
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26 votes
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1 vote
Lenora shared this idea ·
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41 votes
Lenora supported this idea ·
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4 votes
An error occurred while saving the comment Lenora commented
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 supported this idea ·
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7 votes
Lenora supported this idea ·
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17 votes
Lenora supported this idea ·
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102 votes
Lenora supported this idea ·
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34 votes
Lenora supported this idea ·
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18 votes
Lenora supported this idea ·
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106 votes
An error occurred while saving the comment Lenora commented
Commenting to hopefully bump this fix. The new Login As is a nightmare!
Lenora supported this idea ·
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36 votes
Lenora supported this idea ·
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27 votes
Lenora supported this idea ·
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45 votes
Lenora supported this idea ·
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1 vote
Lenora shared this idea ·
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6 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Lenora supported this idea ·
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40 votes
Lenora supported this idea ·
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.