Settings and activity
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9 votes
Marie Felver
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8 votesMarie Felver
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8 votesMarie Felver
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30 votes
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8 votes
The Opportunity list defaults to sort by ID. When you select a different column title to sort, you must then "deselect" the ID column which will remove the arrow. The profile column will then sort alphabetically. This sort functionality is the same for all tables in CSuite.
Marie Felver
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90 votesMarie Felver
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17 votes
There is an option in the left side menu to list all campaigns. Selecting that will bring up a filtered list of all campaigns for that profile.
Marie Felver
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9 votesMarie Felver
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70 votesMarie Felver
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63 votesMarie Felver
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25 votesMarie Felver
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40 votesMarie Felver
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40 votesProposed Idea · 9 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Marie Felver
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112 votesMarie Felver
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34 votesMarie Felver
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25 votesMarie Felver
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81 votesMarie Felver
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91 votesMarie Felver
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39 votesMarie Felver
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41 votesMarie Felver
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The option to change the sort would save so.much.time. We mail our fund statements once per year. Because the statements print in alpha order by fund name, we have to hunt through stacks of envelopes to get fund statements in the same envelope. We have many fund founders who have multiple funds. It would be more efficient to just have one statement per envelope, but that is wasteful on envelopes and postage. If I could print statements in fund advisor alpha order, problems would be solved!