Correct Format for Fund Steward Name on Fund Statements
Currently the fund steward merge field returns the name formatted as "Last Name, First Name", which is not useful when using it on fund statements or other templates. Please create an option where it appears correctly.
7
votes
Maggie Martinelli
shared this idea
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Rio Wofford
commented
The ideal field would be the first and last name in order without any commas. Therefore, "Wofford, Rio" would become "Rio Wofford".