Edit Site Custom Content

  1. Navigate to System Data.
  2. Select Content from the left-side menu.
  3. Click Edit from the left-side menu.
  4. Edit the text in the desired content window. 
  5.  Click Update at the bottom of the page.

Note:

  • Do not remove the bracketed fields in the advisor_login_email content. These are merge fields that will automatically populate with fund advisor and site specific info whenthis message is sent.
  • All of the fields except donation_tax_footer and donation_tax_header are HTML compatible. Fields donation_tax_footer and donation_tax_header are plain text only. 

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