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  1. 33 votes

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    Tracy Larimer commented  · 

    Also with ability to track the organization the external advisor was working for at the time of the referral.

    Use Case: Amy Advisor referred eight clients that opened funds when she was with Morgan Stanley; referred 3 when she moved to Fidelity; has not referred a client since she jumped to Schwaab.

    This would allow me to create a report of the active humans who refer their clients to us, as well as a list of the organizations that refer clients to us.

    Tracy Larimer supported this idea  · 
  2. 40 votes

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    Tracy Larimer supported this idea  · 
  3. 11 votes

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    Tracy Larimer supported this idea  · 
  4. 28 votes

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    Tracy Larimer supported this idea  · 
  5. 7 votes

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    Tracy Larimer supported this idea  · 
  6. 41 votes

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    Tracy Larimer supported this idea  · 
  7. 24 votes

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    Tracy Larimer supported this idea  · 
  8. 20 votes

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    Tracy Larimer shared this idea  · 
  9. 15 votes

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    Tracy Larimer supported this idea  · 
  10. 8 votes

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    Tracy Larimer shared this idea  · 
  11. 26 votes

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    Tracy Larimer shared this idea  · 
  12. 3 votes

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    Tracy Larimer shared this idea  · 
  13. 4 votes

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    Tracy Larimer commented  · 

    It would be beneficial to have the ability to capture ACH information securely as part of the fund set-up.

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    Tracy Larimer commented  · 

    In addition, it would be important to have a queue or holding pen for new funds and changes so staff can do due diligence before the fund is created. This would keep fake funds from being created.

    Tracy Larimer supported this idea  · 
  14. 12 votes

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    Proposed Idea  ·  Holly Spitz responded

    A rich text editor was released on 9/12/2024. Here is the release note:

    Site: Added Rich Text Editor to the email creation areas for Profiles, Grant and Scholarship documents, Invoices, grant_letter_email_body content area and Grant Catalog.

    Tracy Larimer supported this idea  · 
  15. 32 votes

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    Tracy Larimer supported this idea  · 
  16. 5 votes

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    Tracy Larimer supported this idea  · 
  17. 86 votes

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    Tracy Larimer supported this idea  · 
  18. 93 votes

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    Tracy Larimer supported this idea  · 
  19. 133 votes

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    Tracy Larimer supported this idea  ·