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5 votes
Michael Wiley
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10 votesMichael Wiley
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52 votesMichael Wiley
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6 votesMichael Wiley
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28 votesMichael Wiley
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12 votesMichael Wiley
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27 votesMichael Wiley
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31 votesMichael Wiley
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9 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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8 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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18 votesMichael Wiley
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226 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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232 votesMichael Wiley
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5 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Templates (excludes Fund Statements) · Admin →
An error occurred while saving the comment Michael Wiley
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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
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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.