Cosley Campbell

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Recent activity by Cosley Campbell Recent activity Votes
  • IMPORTANT ANNOUNCEMENT about User-Defined Reports

    Fundriver is very excited to announce some significant upgrades to our User Defined Reporting (UDR) tool. We’ve improved field selection, filtering, sorting, grouping and more! The new functionalit...

  • COMMONLY ASKED QUESTIONS

    Hello Fundriver Community :)   Turn over happens - we are here to help!  We created a New User Orientation Manual that many of our clients have found helpful.  Check it out here: https://fundriver...

  • COMMONLY ASKED QUESTIONS

    Hello Fundriver Community!     Last week our most commonly asked questions were about different methods of entering data.  Fundriver offers three different ways to enter your data.  Check out thi...

  • COMMONLY ASKED QUESTIONS

    Hello Fundriver Community! Last week there were a few tickets discussing different reports.  Check out the Reporting section of the Knowledgebase for info on reports in the interface.   https://fu...

  • COMMONLY ASKED QUESTIONS

    Hello Fundriver Community!   Did you know Fundriver offers a bulk import feature to updated/add fund profile data?  We turned this feature on for a few clients last week, check out the article bel...

  • NEW User Defined Reporting Tool!

    Fundriver's new User Defined Reporting tool will be ready in a few short weeks- want a sneak peak demo??   Email support@fundriver.com to request your demo today!

  • COMMONLY ASKED QUESTIONS

    Hello Fundriver Community! Last week the most commonly asked questions were about transaction types- check out this section of our Knowledgebase for info on the different   https://fundriver.zendes...

  • Commonly Asked Questions

    Hello Fundriver Community!   Last week we saw a lot of questions about spending.  Did you know- this knowledgebase has an entire section dedicated to Spending and best practices?   https://fundrive...

  • *NEW* Notes Feature

    Hello Fundriver Community! Fundriver performed some maintenance and upgrades to our software on Sunday, September 17.  If the Documents feature is turned on in your organizations database, you'll s...

  • Commonly Asked Questions

    Hello Fundriver Community! Last week our most commonly asked questions were about funds.  We thought this would be a good time to promote the section of our Knowledgebase pertaining specifically to...