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5 results found

  1. Uploading documents in portal for fund advisors

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jamie Gurholt shared this idea  · 

  2. Fund Advisor Tracking Options

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jamie Gurholt supported this idea  · 
    Jamie Gurholt shared this idea  · 

  3. FA Donation notifications should include tribute information

    83 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jamie Gurholt supported this idea  · 

  4. Add "Primary" Fund Advisor as Reportable Field

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Jamie Gurholt supported this idea  · 

  5. Login As --Removes user's existing login

    269 votes

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    Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Jamie Gurholt supported this idea  ·