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Settings and activity

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  1. 5 votes

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    Lenora shared this idea  · 
  2. 62 votes

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    Lenora supported this idea  · 
  3. 42 votes

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    Lenora supported this idea  · 
  4. 8 votes

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    Lenora supported this idea  · 
  5. 7 votes

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    Lenora commented  · 

    I agree! This page leaves much to be desired. I really wish we could default which tabs are selected based on fund type. Or even just a default!

  6. 4 votes

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    Lenora commented  · 

    I typically create funds by copying a similar existing fund of the same fund type. It would be great to be able to copy another fund's settings when creating a fund off this form.

  7. 6 votes

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    Lenora supported this idea  · 
  8. 15 votes

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    Lenora supported this idea  · 
  9. 55 votes

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    Lenora supported this idea  · 
  10. 22 votes

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    Lenora supported this idea  · 
  11. 7 votes

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    Lenora supported this idea  · 
  12. 13 votes

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    Lenora supported this idea  · 
  13. 4 votes

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    Lenora supported this idea  · 
  14. 121 votes

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    Lenora supported this idea  · 
  15. 9 votes

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    Lenora supported this idea  · 
  16. 8 votes

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    Lenora shared this idea  · 
  17. 3 votes

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    Lenora shared this idea  · 
  18. 63 votes

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    Lenora supported this idea  · 
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    Lenora commented  · 

    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.

  19. 11 votes

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    Lenora shared this idea  · 
  20. 9 votes

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    Lenora commented  · 

    YES! That would be really helpful to be able to tag multiple profiles in a note. Also, allow us to tag multiple funds in one note. Currently, we can just cross post a note to just one other fund.

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