How to Create a Batch Fundraising Record
This is a Lightning-only CRM 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 […]
How to Create and Edit a List View
Create and edit a List View of record data using filters to return the desired data. Pre-requisite: 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, […]
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 the CRM? 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 […]
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? CRM 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 […]
September 2023 Release Notes
New ShareSecure Feature Updates Easily Create New Users with ‘Clone Access From Existing User’ Feature Now, you can seamlessly set up new users by using the “Clone Access from Existing User” option from the Create User screen. Once selected, the “Clone Access from Existing User” option populates a dropdown with search functionality, which enables you […]
August 2023 Release Notes
New ShareSecure Updates New Quick Action Filter: “Shared On” & “Shared in the Last 30 Days” In the spirit of enhancing your investors’ experience, we’ve added a ‘Shared On’ column to the investor/LP interface. The ‘Shared On’ column allows LPs to quickly filter the date on which a document was shared with them (either via […]
