Fund statements
Can you make it possible to send an email to all fund advisors when fund statements are published letting them know they have a statement to review?
Thanks
5
votes
Kenneth Daniel Wiandt
shared this idea
In Funds>Content there is a Fund_statement_review_email_body section. If there is content in that section, a email can be sent to fund advisors notifying them that a statement has been added to the portal. Once statements have been reviewed and published, there is a left side menu option in the fund statement group record titled Send Online Email. Selecting that option will send an email to Fund Advisors with a valid email.
