fund statement Advisor Name
On fund statement templates, be able to pull the fund advisor name and company in a normal usage AND SALUTATION.
For example templates currently pull info like this:
Doe, John
123 Main Street
Anytown, OH 43003
Dear Doe, John:
(no company, backwards name, and no salutaion)
It would be reasonable to expect:
John Doe
The Doe Company
123 Main Street
Anytown, OH 43003
Dear John:
I have been able to get the name in correct order by putting it in the mailing label but it doesn't pull the company name unless I put it in the address section, which of course will create duplicate company names the next time I use any other template like thank you or grant.
Name, company, and salutation should be standard merge options.
Thanks!!
Anonymous
shared this idea
9/4/2024:Templates: Updated Fund Statement templates to include: Fund Steward {steward_name}, Track Spendable {track_spendable}, Do Not Enforce Spendable {no_spendable_enforcement}, Salutation{salutation}, Account_Balance for assets and liabilities, Account Balance YTD, Work Org {work_organization}, Site EIN.
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Tiffany Peterson
commented
Additional mergefields for the fund statements would be appreciated. In addition to the above, is it possible to add the ability on vouchers to show the GL account description instead of vendor name? It isn't helpful for our organizations to see our vendor names but where the item is expensed to would be more telling.