CarolineChriste
Level 4
since ‎13-12-22
‎18-03-24

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Having a 'view only' role would allow reps to see the full content of a letter template without going through the process of creating a letter to see the details.  The existing Association Report does not sufficiently provide the full details of the ...
Currently, when a rep selects a shortcut to be inserted into a letter, the rest of the sentence is pushed to the next line.While this is a behavior of Word, a solution to this issue should be developed for Communications to reduce the amount of forma...
In Communications, we have an enclosure template that uses variables such as the broker on record and the shareholder on the account. When you choose to include either of these when writing a letter you cannot modify the enclosure to change an addres...
Invesco has identified a loss in functionality from EnCorr.  Our processors would like to have the option to save a draft of a letter they are creating, to be able to come back to it, and complete the letter at a later point. They want this option w...
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