A Communication's "Preview Body" Link does not merge all fields such as {!Organization.Id} & {!aduro__Fund_Communication__c.aduro__Portal_URL_For_Template_Merge__c}
This URL is from https://fundpaneldemo--release813.cs94.my.salesforce.com/a0D0R000001ih7JUAQClick on a Preview Body URL and you will see not all fields are merged for this preview. https://{!aduro__Fund_Communication__c.aduro__Portal_URL_For_Templ...
As a Investor Relations User, I would like to have the ability to insert Today's Date into all communications.
Currently the tag {!Today} does not work in the merg utility. I also noticed Recipient nor User works, this may be as intended. Steps to Reproduce. Insert a field from User or Sending User name Today. It will not convert the tag to a date. I thoug...
Occasionally, users will create communications with bad data where the Contact Role has no association with a Contact. A filter should be included in these queries to catch this before a communication gets created with false recipients. Need to cr...
Allow Merging Capital Account Parent details in to a Capital Account(Financial) Fund Communicaiton Template
Allows Capital Statements to be built with Capital Account Parent Fields This will allow users to create Capital Account Statements that have details on the Capital Account on a Fund Level no just the Investment Vehicle level. This way we can send...
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