How to Configure State and Country Picklists
Having complete and accurate address data is important when you are planning trips to visit your investors, fund managers, or portfolio companies. By setting up and configuring State and Country picklists for all address fields, you help ensure data integrity. This helps with trip planning (e.g. which of my Investors live in Seattle) as well […]
How to Export Data from AIM
Admin users may want another way of receiving automated exported backup data from Salesforce instead of the manual process involving exporting data from a Salesforce report. Salesforce provides Admins the ability to run an ongoing export of their data from AIM. Prerequisite Steps **Note: You may also want to check the box for “Include images, […]
How to Merge Accounts
Do you have a potential duplicate account? Merging two or more accounts into one account record is available in Lightning with the Manage Duplicates component. Steps *Note: This process is the same when merging contacts.
How to Add a Category to Documents After Sending an Investor Correspondence Batch
Investor Correspondence automatically includes three Categories with the send of each batch: If you send a batch of Documents to ShareSecure and wish to add a Category to that entire batch, follow the steps below. Steps:
How to Generate Tearsheets in AIM
Tearsheets within AIM offer your team the data they care about the most, all with the click of one button. Tearsheets present easy-to-access, customizable, print-ready reports that summarize and optimize how you consume the data you need now. Some Tearsheets come standard with your AIM subscription. If you would like to discuss creating a new […]
How to Rename a Field in Answers
The names of fields in widgets are taken from the data source (cube). To make these names more comprehensible, you can rename the fields in your widget. Steps: *Note: Renaming the field will only change the name at this specific widget level. If you want the field renamed for your entire cube, please contact Altvia […]
How to Change Widget Colors in Answers
The Widget Designer automatically assigns colors and provides the following options for manipulating the colors: Single Color Note: To select a custom color that does not exist in the palette, enter a hexadecimal value into the “#Custom” field Range of Colors Left/Right Colors: Click the color rectangles at the right and left to change the […]
How to Send an Investor Correspondence Batch
Altvia Correspond: Investor Edition enables your communication with Investor Contacts by generating and delivering documents via email and ShareSecure for capital calls, distributions, tax documents, and general correspondence. Click here to view the Investor Correspond User Guide. Prerequisites for Sending a Batch To send an IC Batch, you’ll need to ensure that the following conditions […]
How to Split a Single Document in Investor Correspondence (PDF)
Investor Correspondence is capable of ingesting a single document and using identifiers within any PDF document to split pages out, create multiple documents, and match the resulting documents to corresponding investors for distribution. It does so by reading special codes embedded on the pages of the source document, and by matching those codes to their […]
How to Manage Master Investor Contacts (MICs)
Historically, IR professionals have needed to make time for repetitive, error-prone, manual data entry creating new Investor Commitments, updating Contact’s Correspondence Preferences, or adding new Investor Contacts to all of an Account’s Investor Commitments. Altvia’s Product Team has solved this problem with Master Investor Contacts! Master Investor Contacts (MICs) allow users to set up a […]
