How to Customize Your Navigation Bar in AIM
Add, remove, and reorder tabs that appear in your Navigation Bar for easier and cleaner navigation customized to your individual needs. See the GIF below to view us adding the “View All Interactions” tab to our Navigation Bar. Adding Pages Temporarily & Permanently
How to Create a Batch Fundraising Record
This is a Lightning-only AIM functionality that allows users to create a batch of Fundraising records for a particular Entity based on imported reports. This tool allows our clients’ admins or investor relations teams to more quickly indicate who prospects for a fundraising initiative will be, letting them get to work on the actual business […]
How to Send Notifications after Creating an Interaction
Keep team members informed and aligned with pertinent Interactions by using Interaction Notifications! Send Notifications anytime you need to share an Interaction’s details. The Notification essentially sends a copy of the Interaction details to individual parties or groups that the sender can customize before each send. Upon sending the Notification, the sender is also able […]
Features of the AIM Inbox Home Bar
Learn more below about the default view of AIM Inbox: The top ribbon is the Home Bar The icon is the default home tab, where you can quickly file emails to contacts within AIM. The icon is to mark specific preferences for filing an email to AIM, such as including an attachment or referencing a […]
How to Create and Edit a List View
Create and edit a List View of record data using filters to return the desired data. In this example, we create a new List View that returns contacts in the state of Colorado. Steps for Creating a List View Steps for Editing a List View Find List Views in Lightning Note: In List Views, you […]
How to Create a Report Subscription
Tired of having to log in and look for specific data in reports that you need each week from AIM!? In Salesforce Lightning, users have the option to subscribe to reports and dashboards to receive results by email. With the correct permissions, users can subscribe themselves and also add other users, groups, and roles to […]
How to Create a Custom Link on the Home Page to a Report
Need a quick link on your record page to an internal or external report or website? Using a Rich Text component this is very straightforward for admins to add. Steps: Remember to SAVE. To embed the URL within your text creating the link, use the link button: If you’d like for this rich text component […]
How to Create a Custom Report Type
Have you ever struggled to find the correct report type for the report you want to create? AIM users can create custom report types when the standard Salesforce report types don’t provide enough visibility into the records and fields needed. This enables users to create reports from predefined objects, object relationships, and specific fields. Permissions […]
November 2023 Release Notes
ShareSecure Command Center We’re excited to share a significant enhancement to our ShareSecure Command Center, a powerful feature designed to streamline operations when managing AIM contacts and ShareSecure users. With the new connection between AIM and ShareSecure, you will now be able to: Increase your workflow efficiency by minimizing the back-and-forth between systems. Easily prioritize […]
October 2023 Release Notes
New Investor Correspondence Updates Permanent Access to Review Job Status of Split Jobs For any split job within IC, Match by File Name, or Single Split Document, a status modal is displayed that shows how many docs were matched to investors or not. And now, once the modal is closed out, there is a new […]
