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Ability to download shared templates in Compass
Hi all, I would love to be able to create a shared space in Compass where we could add templates or processes and procedures to share. Would this be possible to add to compass point and would others …2 -
Re: Merged fields in TY letters
Hi Kelly, We migrated fund the short fund purpose into to the fund summary field, but we added a custom field for further explanation. All our templates are based on the fund and the payment type for…1
