Emailed Fund Statement Subject line
Ability to edit emailed fund statement subject line...
There needs to be a way to edit the subject line of the email when the system is sending the fund statements. Currently, it reads something to the effect of: RE: Fund Statements Reviewed 20200101:20200630 Fund Group: 10:Agency-Liabili...
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Julie commented
Thank you for this update!
2021-08-20.0
Added the ability for a User to enter the Email Subject line for Fund Statements, instead of the system using the Statement Date range in the subject line. When a User creates a fund statement, a table will populate to pick all funds, or a group, subgroup, etc. At the bottom of this table there is a box to enter the Statement Email Subject Line. The Email Subject can also be edited from the Fund Statement List view. The email subject line will be used for Fund Advisor's whose statement types are set to online and email. This is behind a feature flag. -
Anonymous commented
This would be a good idea for all system emails!
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Anonymous commented
I was able to edit it somewhat. However, The template would not keep my formatting for the email body. I had two short paragraphs in my last batch and it all ran together.