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9 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →
Michael Wiley
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7 votesMichael Wiley
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10 votesMichael Wiley
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62 votesMichael Wiley
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6 votesMichael Wiley
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33 votesMichael Wiley
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13 votesMichael Wiley
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27 votesMichael Wiley
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32 votesMichael Wiley
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10 votesMichael Wiley
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1 voteMichael Wiley
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8 votesMichael Wiley
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9 votesMichael Wiley
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9 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →Michael Wiley
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6 votesMichael Wiley
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An error occurred while saving the comment Michael Wiley
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Here are screenshots of the Page Count merge field values from the online and paper versions of the same fund's statement, both generated as part of a single batch of statements.
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21 votesMichael Wiley
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224 votesMichael Wiley
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An error occurred while saving the comment Michael Wiley
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SSO with Microsoft 365 would be wonderful!! If not via Microsoft, if it were at least possible to have a single login allow access across Foundant's products (CSuite, GLM, SLM, Idea Lab, and Compass), that would be greatly helpful and time saving. I greatly support SSO through Microsoft, but will also submit this as another possiblity.
Michael Wiley
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5 votesMichael Wiley
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235 votesMichael Wiley
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We have noticed this as well. Very strange to have the only merge field available to sign a communication to be formatted with Last Name first. Our planned approach to get around this is to omit the {{employee_name}} merge field altogether and sign the email generically. It is unfortunate that the merge field that could personalize communication is unusable.