Interactions and e2sf
What are Interactions in AIM?
Interactions are records that can be created in AIM that connect and relate multiple “who” records (Contacts) to multiple “what” records (Accounts, Entities, Contacts, Deals, Funds, Investors, etc.). Common examples of interactions include: emails to potential LPs, calls regarding due diligence, meetings with advisors and intermediaries, and annual meetings.
How do Interactions relate to Salesforce activities (Tasks and Events)?
Once a Task record is marked as “Completed” it becomes an Interaction record in AIM with all of the corresponding Account and Contact information. Similarly, once the start date and time of an Event record has passed the record is converted into an Interaction record with the corresponding location and participant information.
What is Email to Salesforce (e2sf)?
Email to Salesforce, also known as “e2sf”, allows you to record Interaction records in AIM by forwarding the email to a specified email address that ends in @e2sf.com. Interaction and Interaction References will automatically be made for any contacts within the email thread, and additional instructions can be added that will add more detail to the new records in AIM (including “Type” and “Summary” information).
Reporting and Dashboards
Can I automatically receive information from reports and dashboards in AIM to my email inbox?
Report and dashboard subscriptions allow you to receive an email notification with updated report or dashboard information at a specified date and time. These subscriptions can also be configured to be delivered to multiple recipients, and can have specific filter parameters set depending upon the information needed.
How are reports created in AIM?
Reports in AIM can be created to display and highlight key information in a variety of ways. There are numerous report type options available, and filters that can be added to optimize data. Reports in AIM can also be configured to include charts to create a visual representation of the report data.
Can I create reports for Interaction records in AIM?
There are a variety of different reporting options available for Interaction records in AIM, and common examples include: calls from last week, Account records where the most recent Interaction date was greater than ___ days ago, Account coverage reports, and Interaction record counts by Type.
Investor Correspondence (Correspond Investor Edition)
How is communication sent using Investor Correspondence?
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. To send investor communication you can select the corresponding Entity, complete information on the recipients, select and manage documents, compose email information, and send all communication securely through the ShareSecure document portal.
What options are available for updating Investor Contact information in Investor Correspondence?
There are a variety of options available for updating Investor Contact information, including Master Investor Contacts which allows for contact information to be updated across different investor commitments. Similarly, Investor Contacts can also be removed from Investor Correspondence so as to not receive future communications.
ShareSecure
Does ShareSecure offer the option to send documents without document notifications?
Email notifications are sent by default in ShareSecure, though there are a few options for sending documents without notifications depending upon if this option should be available per document or within the entire portal. It’s important to note that the option to not send notifications in Organization Settings impacts all documents in the portal, and should be re-enabled if future notifications are needed.
What is an API key in ShareSecure and how is it used?
ShareSecure requires a unique, self-generated API key for each Admin user. The ShareSecure API key is the token that will connect AIM to the correct ShareSecure portal. This API key is generated manually and is then used on the user detail page in AIM.
