Hi Kathy! Never too late to the party, glad you found this thread and bringing it back to life π±Β
I might not be able to share my thoughts directly, but I wanted to share the response a Venanite shared with me (and I've been told this was also shared with you π) with the rest of the community!
Changing the names and (or) aliases of the members (at any level) are done directly in the Vena cube. All the reports and templates automatically update to the new name once member name/alias is updated.
I would only caution you on the bottom level member names since data is loaded to that level.
But, I'd love to tag some awesome community members to share their insights on their implementation journey and any best practices that they've learned along the way!Β
@Brandon Combs @Devendra Kalwani @Garrett Litwin @Clement Marlin @Kevin ShivnauthΒ
Thanks y'all! π±
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Irene Tang
Community Marketing Manager
Vena Solutions
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Original Message:
Sent: 02-27-2023 13:47
From: Kathy Pethers
Subject: Help Each Other Grow | Vena Uses, Tips, Best Practices, Templates and Thoughts
Tasha, thank you for this thread. I know I'm getting on the train late, but we are just beginning our Vena implementation and I'm coming up with questions and looking for best practice ideas.
One thing I am finding unusual about Vena, as compared to similar applications, is the absence of aliases for Parent members. Our implementation partners said we can use aliases for all members if we wish, but it seems to not be the standard.
May I ask how your organization is handling that?
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Kathy Pethers
Financial Plus Credit Union
Original Message:
Sent: 08-02-2022 19:29
From: Tasha Orange
Subject: Help Each Other Grow | Vena Uses, Tips, Best Practices, Templates and Thoughts
Hello everyone! As a new Vena user still going through the growing pains of how to best utilize our Vena platform, I am hoping that we can help each other grow.
I'd like this thread to be a place that we can share our Vena implementation and use strategies. Be it sharing our own tips, workarounds, best practices, templates or thoughts, I'd love to hear about your Vena wins and the research/training/steps that got you to that moment. Maybe we can make your win, a win for others' teams too!
I'll start off with my thoughts in the replies. :)
#VenaTip #VenaTemplate #GiveAndGetHelp #LetsGrow
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Tasha Orange
Accounting & Finance Manager
US Assure
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