JesikaEllis
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JesikaEllis ✭✭✭
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@AbbeyCameron Here is the link to ours:
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@StaceyRivard Your solution above is what I, as a very conservative database manager, would suggest as a truly best practice. I believe in more data rather than less - and we should always be thinking about any successor staff trying to make sense of things once we are no longer around. Now, to be honest, we historically…
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@abbypriceoffermann To address this, I'm trying to talk the powers-that-be in our organization in to only mailing paper statements to fund founders, and requiring that any fund representative or fund advisor must use the Fund Portal to access their fund information. This would effectively cut our twice-annual mailings…
