Erica Faltesek

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  1. 11 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  2. 17 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Erica Faltesek commented  · 

    I'd want this to be an optional setting- in many cases we use the current functionality as a control so that all advisors are aware when one makes a distribution.

  3. 17 votes

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  4. 1 vote

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Erica Faltesek commented  · 

    This would be immensely helpful. I would add steward to this as well.

    Erica Faltesek supported this idea  · 
  5. 32 votes

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  6. 78 votes

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  7. 2 votes

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  8. 16 votes

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  9. 12 votes

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  10. 1 vote

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  11. 13 votes

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  12. 28 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 23 votes

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  14. 6 votes

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  15. 6 votes

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  16. 20 votes

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    3 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Planned  ·  Bryan Geary responded

    Will put this on the roadmap so watch for it in a future release!

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    Erica Faltesek commented  · 

    We'd like to be able to generate statements at multiple intervals, such as quarterly and annually. Leaving the interval field blank does not work for a case like this, because then the fund will get pulled in our monthly statement batch. Ideally we could customize the batch by filtering by group, division, etc. then setting a date range.

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  17. 11 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  18. 47 votes

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  19. 9 votes

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  20. 9 votes

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