Some PDFs are not Created when Running the eAdvisorFundStatements2007 Macro
- 04 Jun 2023
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Some PDFs are not Created when Running the eAdvisorFundStatements2007 Macro
- Updated on 04 Jun 2023
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When running the eAdvisorFundStatements2007 macro in Word after I merge my letters, the contents file and just a few of the PDFs are created in the Statements folder, but not all of my PDF statements are created, why is this occurring and how can I fix it? This occurs using the fund statement export filtering on specific fund rep types from the fund.
Answer:
This occurs because on the fund record, Fund associations tab the advisor is not set for Yes for Donor Central, so therefore statements will not be created for this fund using that fund rep type.
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