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  1. When printing a FIMS report and choosing anything less than printing all pages, like printing only the first page, it'll always print a blank page at the end. We'd like the blank page eliminated.

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    0 comments  ·  Reports  ·  Admin →

    The work around for any report printed directly from the FIMS Viewer that prints with an extra blank page is to first print to PDF and then open the PDF document and from there choose the pages to print. In the PDF document you can choose to print the range of pages needed and can omit the last blank page.

    Should the work-around not be optimal, please create a support case providing detailed information on specifically what report is being printed.

  2. I am creating a profile for a married couple with two different last names (NOT a hyphenated name!) I put the husband in profile 1 and wife in profile 2. I want the joint name to appear in under Name in the Fund Associations tab, but to get the combined name into the Report Name box (in Profile 1 tab) I need to pull it manually, but it should pull in from the Joint/Alternate name box on the Salutations tab. Seems this should be automatic.

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    0 comments  ·  Reports  ·  Admin →

    When adding a spouse in Profile 2 in the Parter fields, the Report Name in Profile 1 tab does update to reflect both persons' last name and does pull in from the Joint/Alternate name box on the Salutations tab. The names are also updated on the Fund association Name field as seen in the Fund Module, Fund association tab.

    If you are seeing something different, please create a support case for assistance.

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