Settings and activity

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  ·  Delete…  ·  Admin →
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   Jamie Gurholt shared this idea  ·  Oct 16, 2025

2. Fund Advisor Tracking Options

   6 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jamie Gurholt supported this idea  ·  Jun 11, 2025
   Jamie Gurholt shared this idea  ·  Jun 9, 2025

3. FA Donation notifications should include tribute information

   81 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jamie Gurholt supported this idea  ·  Jun 9, 2025

4. Add "Primary" Fund Advisor as Reportable Field

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   26 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jamie Gurholt supported this idea  ·  Jun 9, 2025

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

   251 votes

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   Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jamie Gurholt supported this idea  ·  Jun 9, 2025