Important Requirements: If this is the first time using the Financial Entry page you must first contact support@fundpanel.io to request that they enable the Finacial Entry Page. If the Financial Entry link on the Company Summary does not work then this means support needs to set the page up.
This solution article covers the first step in receiving financial entries from your company portfolio. If you would like to see where you can access financial entries within Salesforce or how to configure them, please visit this solution article: Creating and Retrieving Financial Entries
FundPanel's financial request functionality greatly simplify the process of requesting and receiving financial entries from your portfolio. Financial requests are launched directly from your Salesforce CRM, allowing you to quickly and seamlessly transmit financial requests to your companies. Once the communication email is sent, any financial contacts you have designated will be sent an email containing a link to submit a financial entry. This link will allow each contact to fill out financials and submit them directly to their respective company record within your Salesforce org. The instructions for configuring this process are detailed below.
Creating a Financial Request
- A financial request email can be sent by using the quick create menu on the left sidebar or by navigating to the Client Communications tab. If you do not have a sidebar appearing on the left, please reach out to the FundPanel support team for assistance with enabling that component.
- You will now be presented with the 'New Client Communication' page, also depicted in the picture above. Select 'Financial Request' as the communication type and press 'Next'.
- Select the Company Summaries that you will be communicating with marking them on the check boxes.
- Select the 'As of Date'. This date is determined by you and cannot be altered by your company portfolio.
- Press 'Create Financial Communication'
Preparing the Communication Email
With the financial communication record created, it is time to use the record to send out the communication. You will note that some of the fields share names similar to the fields you would see when sending an email - this is because the fields on the record are used for the email (think of this as the drafting phase of the email writing process). Below we will break down the different parts of a client communication record to make it easier to understand and work with.
Most of the information in section #1 will not need to be altered aside from a few key fields. The 'Subject' controls what the name of the email will be, and the 'As of Date' that we selected previously can be changed as well in case the wrong date was selected during the initial communication creation process. Additional CC's and BCC's can be included in their respective fields, however please note that you do not need to include any email addresses already listed in the 'Client Recipients' section (see #4 pictured above).
Section #2 are fields that will automatically adjust depending on the status of the communication in Salesforce. The 'Date Sent', 'Sent', and 'Not Sent' will adjust once you have successfully sent out the email communication. The rest of the fields are helpful for tracking whether or not the email communication was transmitted to the correct number of people, as well as tracking whether or not there were any failures in the communication process. If you do encounter any failures, please reach out to our support team here on our support portal.
Section #3 will by default include an email body text file that should not be adjusted. If you would like to adjust the default content of the email, please refer to the article regarding adjusting communication templates. This section also allows you to attach additional files that you would like included on your email communication. To attach files simply follow the prompts after pressing the 'Attach File' button.
Section #4 lists all recipients who will be receiving your email communication. These were the contacts related to the Company Summaries back when you initially created this communication, but if any recipients need to be removed, it can be done from this section. To delete a recipient, simply press 'Del' next to the Client Recipient Name.
Sending the Financial Request Email
Once everything on the Client Communication record looks correct, it is time to send out the communication email.
- Press the 'Send Emails to All Recipients' OR 'Send Emails by Company Summary' button at the top of the page to start this process
- On the next page, press 'Confirm' once you are ready to send out the email communication.
All of the recipients included in this communication will be sent the financial request email. Once they visit the link contained within the email, each recipient may fill out the financial entry details & corresponding attachments, submit the information, and financial entry will be recorded into Salesforce CRM underneath the corresponding Company Summary for that entry.
Once the email is sent, the record will be 'locked', meaning that no further edits can be made to that Client Communication record. This is done so that the information transmitted within your email communication always matches what resides within the Salesforce CRM.
Please refer to the article referenced at the top of the page to view the rest of the details around the financial entry process.
Editing the Financial Request Email Template
As covered previously, financial requests can be edited prior to being sent to your company portfolio. If you wish to automate the process further by having a different default financial request email template, the template used for financial requests can be customized from within Salesforce.
You can find this template by navigating to Setup -> Communication Templates -> Email Templates
The template is located within the 'Aduro Client Communication Templates' folder, and the template is named 'Company Financial Template'. Simply select the template name to open the template editor. Select 'Edit Text Version' to modify the email template. Please note that only the Text Version of the email template should be edited as the HTML templates have not yet been tested or confirmed working with financial requests.
