Cohley Fund Buckets!
M
Michelle Green
Merged in a post:
Separate Fund Dashboards for Each Client
B
Briana Woolsey
I would like to have different fund dashboards for each of our clients, so that the funds do not all roll up into one account. This would help us keep track of budgets and expenditures for each client separately.
H
Heather Wilson-Hooker
Yes please!!