Settings and activity
69 results found
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4 votes
An error occurred while saving the comment Jennifer Brambley supported this idea ·
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3 votes
Jennifer Brambley supported this idea ·
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5 votes
Jennifer Brambley supported this idea ·
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4 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Jennifer Brambley supported this idea ·
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11 votes
Jennifer Brambley supported this idea ·
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2 votes
Jennifer Brambley supported this idea ·
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14 votes
Jennifer Brambley supported this idea ·
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Jennifer Brambley supported this idea ·
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2 votes
Jennifer Brambley supported this idea ·
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7 votes
Jennifer Brambley supported this idea ·
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5 votes
An error occurred while saving the comment Jennifer Brambley commented
This is a great idea! I would love to be able to track how our advisors move through the portal. This would be very valuable.
Jennifer Brambley supported this idea ·
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8 votes
Jennifer Brambley supported this idea ·
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2 votes
Jennifer Brambley supported this idea ·
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5 votes
Jennifer Brambley supported this idea ·
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8 votes
Jennifer Brambley supported this idea ·
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3 votes
An error occurred while saving the comment Jennifer Brambley commented
I like this idea, but I think it would be best to have an option to select specific funds for this and not have it set for all funds.
Jennifer Brambley supported this idea ·
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5 votes
Jennifer Brambley supported this idea ·
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25 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Jennifer Brambley supported this idea ·
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21 votes
Jennifer Brambley supported this idea ·
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15 votesProposed Idea · 4 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Jennifer Brambley supported this idea ·
It would be very helpful to have the new date populate, or allow us to enter the new date instead of copying the old date.