creating letter templates
When you create a letter template, you can assign the funds by "group". However when you add a new fund to that group, it doesn't automatically assign it to the letter template. You have to go in and add it manually. It would great, and make so much more sense, if the funds were assigned by group, then if a new fund is added to that group, it should automatically pull into that letter template so that we didn't have to remember to add it manually.
Julie Looper
shared this idea
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
-
Jesika Ellis
commented
I have never understood why this does not already function this way! It would be a great improvement.