Settings and activity
23 results found
-
50 votes
Michael Wiley supported this idea ·
-
6 votes
Michael Wiley supported this idea ·
-
27 votes
Michael Wiley supported this idea ·
-
8 votes
Michael Wiley supported this idea ·
-
7 votes
Michael Wiley supported this idea ·
-
26 votes
Michael Wiley supported this idea ·
-
30 votes
Michael Wiley supported this idea ·
-
31 votes
Michael Wiley supported this idea ·
-
7 votes
Michael Wiley shared this idea ·
-
1 vote
Michael Wiley shared this idea ·
-
8 votes
Michael Wiley supported this idea ·
-
9 votes
Michael Wiley supported this idea ·
-
7 votesProposed Idea · 2 comments · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
Michael Wiley shared this idea ·
-
6 votes
Michael Wiley shared this idea ·
An error occurred while saving the comment -
17 votes
Michael Wiley supported this idea ·
-
224 votes
Michael Wiley supported this idea ·
-
6 votes
An error occurred while saving the comment Michael Wiley commented
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 supported this idea ·
-
5 votes
Michael Wiley supported this idea ·
-
211 votes
Michael Wiley supported this idea ·
-
5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
An error occurred while saving the comment Michael Wiley commented
The Advisor_request_confirm_email_body content (https://...fcsuite.com/erp/owner/content/editcontent?code=advisorrequestconfirmemailbody) contains a mergefield, {{guidestar_ein}}, that populates with the grantee's EIN only when the grantee was selected through a Candid search. Can a merge field be added that instead references the EIN on the grantee's CSuite profile so that it would populate even when the Advisor selects a previous grantee?
Michael Wiley shared this idea ·
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.