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20 votes
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Rachael Chacon
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19 votesProposed Idea · 7 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Rachael Chacon
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167 votesRachael Chacon
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Make the "blank" fund statement type on the fund advisor profile its own type; currently, the "blank" statement type functions the same as "paper" statement type. We have fund advisors that are official advisors according to fund agreements but are not primary advisors and don't need to receive a statement at all. We'd like to use the blank statement type to denote those advisors, but currently they are coming up on the list of folks needing a paper statement even though they really don't. There is also no way to choose or deselect individuals from getting statements once you choose to generate paper statements or we would just unselect those with the blank statement type.