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K1x Ideas
Status Community Review
Categories K1 Aggregator
Created by Guest
Created on Sep 4, 2024

Ability to Toggle Between Instances WITHOUT clicking on the HOME page

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

Request for a dropdown button allowing users to toggle between the INSTANCES WITHOUT having to click on the HOME page. Suggested location of the dropdown buttons could be where the Instance name is displayed once user clicks on an instance.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

The dropdown menu would allow users to toggle more quickly between the instances.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

ALL K1x users would benefit from the enhancement.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

In the Manage Investments page, use the current location where the INSTANCE NAME is displayed (to the right of the K1 Aggregator trademark) > Convert the name and tax year into two drop down buttons with instances and tax year being the selectable values.


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