Email Fund Statements
Fund Advisors who had multiple funds used to receive one email with all of their fund statements attached. Now they receive a separate email for each fund they have. Our Agencies who have multiple funds are not happy to be receiving 10 separate emails. Please add the ability to make this optional.
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Julie commented
I bet, like us, many community foundations are are about to send out our next quarterly statement in April but aren't aware of this change. We wouldn't have known about it without this IdeaLab post. It isn't at all mentioned in the update notes. Please improve the communication about updates and how they will impact our processes.
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Julie commented
Thanks Jesika
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Jesika Ellis commented
In response to Julie below - this was changed per Release Notes: 2022-03-02
"Simplified the Fund Statement process by changing the production workflow. A unique Fund Statement is now created for each fund/fund advisor. Once the Fund Statements have been reviewed, there is an option to Publish the statements. This action will post the Fund Statement to the Fund Advisor Portal. There are separate actions to print and email Fund Statements after they have been published. In addition, several data points were added to the Fund Statement table. A User is now able to see the template by fund advisor, date the statement was printed/sent and posted to the portal. If Fund Statements are emailed to Advisors and an email is missing or invalid, the process will continue."
It has certainly not been a popular change.
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Julie commented
Any idea when this changed? We'll be sending our next batch of statements in April and completely agree that a Fund Advisor with multiple funds should receive one email. Especially if they are using the fund advisor portal and the email is just the notification that the statements are available on the portal.