'Gift Security by Fund' Limit or Include Funds by Query

'Gift Security by Fund' works well but I would like to be able to limit funds by a Query. We add new funds every week and certain groups are not allowed to see any of those funds. I have to manually change multiple security groups every week since we add new funds frequently. If I could set this to pull from a query I wouldn't ever need to modify the security settings. If you could also enable resize on the security boxes that would be a huge help!

  • Josh Gould
  • May 13 2019
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