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This article provides a reference for merge fields in Meeting Hub motions. The icon for Meeting Hub may be located on your StrataMax Desktop or found using the StrataMax Search . Meeting Hub merge fields are only able to be...
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The instructions in this article relate to Search Bank Accounts . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Click this icon to display a table with all of the bank accounts (ope...
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Created On: 05/04/2023
in Top Tips
This article has been designed from our must see session titled StataMax Power Up and contains links to further details and instructions on our 20 Game-Changing Tips to Save Time. StrataMax Power Up: 20 Game-Changing Tips video ...
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Report distribution is the area that delivers report sets that can be tailored for specific purposes. This screen will offer functionality to run single reports for the various roll reports or add to a combined report set that can be saved to run ...
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The instructions in this article relate to Merge Letters . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Letters can be created in StrataMax that can have merge fields that refer to d...
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The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q. Some of my users don't see specific reports in the report selection list. ...
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Created On: 25/01/2023
in Troubleshooting With today’s online digitally connected world, it is now more important than ever to have up-to-date, current and reputable anti-virus and firewall software installed on your environment to protect your operations from security vulnerabilities, mali...
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Created On: 25/01/2023
in StrataMax Portal This article covers the 'Contact Us Configuration' tab on the StrataMax Portal. In order to gain access to this page, you will need to be a StrataMax Portal Administrator, which is configured in Security Setup . The 'Contact Us Configuration' ...
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Created On: 19/01/2023
in StrataMax Basics This article covers useful information & resources that can assist with the induction / training of any new users to StrataMax software. The below information is generic information provided by StrataMax; refer to your internal policy and procedur...
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The instructions in this article relate to Move Fund Balances . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Move Fund Balances function is for managing any corrections ...