Client Communications: Creating & Sending Investor Relations Communications

Modified on Thu, 08 Dec 2022 at 04:04 PM

This article walks through creating and sending a client communication of the type "Investor Relations". This type of communication allows you to send a communication to investors across all of the funds in FundPanel system.

IMPORTANT: This communication sends to all Investment Vehicles across the entire Client's org. This merges Investment Vehicle specific details into the email. If an LP is related to multiple Investment Vehicles, they will receive multiple emails! There is no way to prevent this behavior currently, however we are working on an update that will address this issue.

Creating a Client Communication

In your Salesforce Org:

Click + icon.
Click Client Communication tab link.
Click New button.

Select Investor Relations Type.
Click Next.
Select the appropriate Contact Role OR Any (if you want to include all Contacts to be included in the Communication).
Click Next.
Review the Contacts included in the Client Communication.
Click Create Investor Relations Communication button.

Edit Client Communication Email Content

On your Client Communication record:

Click Edit Email Content button.
You can Edit the Subject as well as the content in the Email Body.
Click Save Changes.
Click Return To Client Communication button.

Sending Client Communication

On the Client Communication record:

You can add the appropriate email addresses on the CC and BCC fields to have additional email addresses included on the Client Communication.

Send Emails by Investment Vehicle:

This button will group all Contacts related to a specific Investment Vehicle record in one email that is sent out (so John Smith will know if other contacts related to the same Investment Vehicle will be on the email thread). Please note: DO NOT use merged fields from the Contact record in your email template when utilizing this button. There is a Salesforce limitation that will group all of these Contacts' email addresses and create a merge field error (ex: the template will display {!Contact.FirstName} instead of John on the email).

Send Emails to All Recipients:

This button will send individual emails to individual recipients from the Client Communication Financial Request (so John Smith will receive an email but will not know if other contacts related to the same Investment Vehicleis receiving an email). Please note: you can use merged fields from the Contact record in your email template when utilizing this button.

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.