Settings and activity
35 results found
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2 votes
We do have many clients that label the types with N-... or T-... to more easily find task types versus note types.
Jenny Molyneaux shared this idea · -
9 votesJenny Molyneaux shared this idea ·
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12 votesJenny Molyneaux supported this idea ·
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2 votesJenny Molyneaux supported this idea ·
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3 votesJenny Molyneaux shared this idea ·
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1 voteJenny Molyneaux shared this idea ·
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Allow for campaign RSVP and attendance to be set via filtered report and Upload IDs report function.
13 votesJenny Molyneaux supported this idea · -
22 votesJenny Molyneaux supported this idea ·
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19 votesJenny Molyneaux supported this idea ·
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1 voteJenny Molyneaux shared this idea ·
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2 votesJenny Molyneaux shared this idea ·
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2 votesJenny Molyneaux shared this idea ·
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6 votesJenny Molyneaux supported this idea ·
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60 votesJenny Molyneaux supported this idea ·
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26 votesJenny Molyneaux supported this idea ·
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158 votesJenny Molyneaux supported this idea ·
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7 votesUnder Consideration · 1 comment · CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal · Admin →Jenny Molyneaux supported this idea ·
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3 votesJenny Molyneaux supported this idea ·
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3 votesJenny Molyneaux supported this idea ·
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57 votesJenny Molyneaux supported this idea ·