Julie Cole Mecum

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  1. 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!

    Julie Cole Mecum supported this idea  · 
  2. 14 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 14 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Julie Cole Mecum commented  · 

    Please also add a total to the Donations Tab so the advisor can see how much has been donated to this fund since inception (Historic Dollar/Gift Value). HDV should = Principal Balance

    Julie Cole Mecum supported this idea  · 
  4. 27 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 11 votes

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  6. 14 votes

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  7. 40 votes

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  8. 16 votes

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  9. 20 votes

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  10. 25 votes

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  11. 13 votes

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  12. 9 votes

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  13. 1 vote

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    Julie Cole Mecum shared this idea  · 
  14. 7 votes

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  15. 19 votes

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    6 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  16. 6 votes

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  17. 3 votes

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  18. 14 votes

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    3 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Julie Cole Mecum supported this idea  · 
  19. 19 votes

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  20. 6 votes

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