I was working with a finance client that likes the idea of content merge tags. However, their content merge tags are generally specific fund amounts. examples being: Fund A Total Value, Fund A # of Assets, Fund A Churn, Fund A new Assets, etc. All of these details are updated quarterly from their own BI tool. They would like to have an API update these custom fields.
Created date : 2022-07-22
Votes : 3
Comments for the idea :
George Abraham Jul 27, 2022
Team, this is a good ask to extend on the API capabilities of the tool.
@Ryan - I assume you were already aware but in the meantime you could if required export & import content merge tags.
Ryan Slee Jul 27, 2022
@George, thank you. Yes I did know that. Just hoping to find a way to automate those updates as the changes happen.
