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  1. 5 votes

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    Marie Felver supported this idea  · 
  2. 30 votes

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    Marie Felver supported this idea  · 
  3. 15 votes

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    Marie Felver supported this idea  · 
  4. 36 votes

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    Marie Felver supported this idea  · 
  5. 13 votes

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    Marie Felver supported this idea  · 
  6. 5 votes

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    Marie Felver supported this idea  · 
  7. 6 votes

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    Marie Felver supported this idea  · 
  8. 4 votes

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    Marie Felver supported this idea  · 
  9. 34 votes

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    Marie Felver commented  · 

    If we had this feature, we would not have to do a mail merge of cover letters outside of the system. We could incorporate our cover letter in the fund statement template and save so much time!

    Marie Felver supported this idea  · 
  10. 27 votes

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    Marie Felver commented  · 

    Annually, we mail our fund statements. The fund statements alpha sort by fund name when they are printed We have many advisors getting more than one statement. We try to combine those statements in the same envelope, but it's a disaster to do that when the statements for the same advisor are not together. We could simplify our mailing process by having one envelope per statement, but it's pretty wasteful to send 5 envelopes to the same address.

    It would save so much time if we could choose the sort order of the fund statements.

    Marie Felver supported this idea  · 
  11. 5 votes

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    Marie Felver supported this idea  · 
  12. 14 votes

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    Marie Felver supported this idea  · 
  13. 8 votes

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    Marie Felver supported this idea  · 
  14. 9 votes

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    Marie Felver supported this idea  · 
  15. 110 votes

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    Marie Felver supported this idea  · 
  16. 19 votes

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    Proposed Idea  ·  Holly Spitz responded

    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 supported this idea  · 
  17. 73 votes

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    Marie Felver supported this idea  · 
  18. 65 votes

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    Marie Felver supported this idea  · 
  19. 43 votes

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    Marie Felver supported this idea  · 
  20. 43 votes

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    Marie Felver supported this idea  · 
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