Portal Password Email Text
Thanks for the ability to let donors set their own password, but can we have a different/ customized email that isn't the standard Fund ADvisor "Thank you for setting up a fund" email. The email needs to acknowledge that they are resetting their password. It's not only confusing to the donor, but it makes us look like we don't know what we're doing. Thanks!!
Stephanie Cohen commented
We don't want this link showing at all. Our portal is formatted with our website and this link does not fit that look and hangs out in space. I read we could disable this feature but when I do that, it still shows up. It shows up on our log in page and within each advisor's portal. Until we get our web developers to help with editing, we don't want this link. How do we turn this off?
Michelle Schneider commented
Agree wholeheartedly for this. It is so important that we find ways to show better service to our fund holders. It is also important to have a means of making these emails look more professional.