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5 results found

  1. Fund Advisor Portal: Ability to sort the Fund Statements

    Currently, we cannot sort the order in which the fund statements appear on the individual fund screen or on the Donor Portal. As a result, the fund statements often do not list in date order. This makes it hard to find the latest statement. It would be great if the Fund Statements could be sorted to show the newest fund statement at the top.

    83 votes

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  2. Ability to Regenerate All File for Fund Statements

    Please provide a way to regenerate the batched PDF/Word doc files after an individual fund's statement has been regenerated. We have multiple people who review fund statements before publishing and being able to regenerate the entire PDF/Word batch to save the FINAL version outside of Csuite is needed.

    2 votes

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  3. 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

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    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.

  4. generate but not print fund statements

    The ability to generate but not print statements would be helpful. We end up with a number that we weed out and trash. We would like to not have to print Email statements and those where a statement preference is not selected.

    1 vote

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    This is currently an option in CSuite.  The statement type by fund advisor should accomplish this request.  Set the type to paper to generate a paper copy of the fund statement.  The print all option was designed for  Foundations that would like to generate one copy for all funds regardless of statement type.

  5. Fund statements

    Hello, in our foundation, we would like and will save ton of time for me, that am the one who has to run the yearly fund statements. to be able to hide the amount of the Investments manager fees. But not only hide it, that amount be able to substract it from the dividend and income line. I been doing it manually since we move to foundant in 2020. Back in fims it was possible , can you considered this idea please, feel free to reach out. thank you,

    1 vote

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