Add "Fund Statement Format" to the Fund Statement Template Area
I would like to see the Fund Template area of System Data show the Fund Statement Format(s) using the template. Additionally, this could help create greater visibility on what Fund Templates and Formats are actually being used on a per/fund basis.
Please let me know if you have any further questions for me!
Rio Wofford
shared this idea
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Rio Wofford
commented
Within the Template Record for Fund Statements, only information within Image #1 is available. I would like to see the information on the Fund Statement Format Record Page here as well (See Image #2). This would open up accessibility to the Statement Format in lieu of having to click: Fund Statements -->Formats --> Format Name, to see settings on the Fund Statement Format. The current functionality disrupts the flow of setting up Fund Statements and can be a source of confusion.
Additionally, we can go from the Fund Statement Format to the template easily, but the other direction is much more roundabout. From Format to Template, you just have to click on the Name of the Template which is in the Format (reverse functionality does not exist).
Seeing the Funds, Formats, and Templates in one location would be extremely nice for updating Fund Statements. Multiple Formats may be applied to a Template; thus, having a table under a template record showcasing the Formats and the Funds using the Template could be helpful. where Users could then click into the format to dive in, similar to other reports of Csuite.