Settings and activity
17 results found
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11 votes
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38 votes
An error occurred while saving the comment
Scott
commented
This was requested a long time ago. Curious about any update on progress towards a mobile app since May 2024...?
Scott
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24 votes
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32 votes
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69 votes
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77 votes
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32 votes
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48 votes
Scott
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54 votes
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17 votes
Scott
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15 votes
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18 votes
Scott
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86 votes
Thank you for the idea.
Would you hope this is implemented across all processes?
Scott
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26 votes
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32 votes
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9 votes
An error occurred while saving the comment
Scott
commented
Would be great to automate this as to not have to continually pull reports then manually go back and change/update to "Former Member" - Thank you
Scott
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15 votes
An error occurred while saving the comment
Scott
commented
Very helpful if we can custom name if report. Thank you!
Scott
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Yes, personal experience with the challenge, multiple family members for a fund could use a secondary steward. Thanks for the consideration to add this feature.