Settings and activity

4 results found

1. Add "Primary" Fund Advisor as Reportable Field

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   34 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Anonymous supported this idea  ·  Feb 26, 2025

2. Allow edits to password reset email for fund advisor portal

   43 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 6, 2025

3. Login As --Removes user's existing login

   268 votes

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   Proposed Idea  ·  41 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 2, 2025

4. Add Profile Fund Category to Fund Advisor Fund Custom Report

   37 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Jan 2, 2025