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LP Portal

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LP Portal Org Admin - Restrict GP Entities or other type of restrictions

No description provided
over 2 years ago in LP Portal 0

Push User Activity and DOcument Activity Data From Portal to Client Org

Ensure that K1 Consent Check box, Login Activity, and hopefully document Activity is visible within the CLient org for reporting.
almost 4 years ago in LP Portal 0 Planned

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.
almost 4 years ago in LP Portal 0 Planned

Add (For Further Credit) to Originator to Beneficiary Instructions - Wire Instructions

No description provided
about 4 years ago in LP Portal 0 Planned

On Client Org when Entering a new LP Contact, maybe have a real-time lookup of other LPs with similar name or email in the Portal and show a list to prevent duplicates or same person with 3 emails/users

No description provided
about 4 years ago in LP Portal 1

Stock Split Transactions Trigger Valuation Wizard or create Valuation

No description provided
over 4 years ago in LP Portal 0 Planned

Maintenance Mode disables Org's Portal and shows message

Allow Client's to disable their portal temporarily while they update it. It will show a message when the user logs in and clicks on the Org stating that it is being updated and will be available on xyz date. So add 2 fields to the Org Checkbox and...
over 4 years ago in LP Portal 0

Expandable Left Menu with Vehicles so we can see the entire name

No description provided
about 5 years ago in LP Portal 0

Wire Instructions SEC - Bank Account # Validation

No description provided
about 5 years ago in LP Portal 0

Wire Instructions SEC - Create Read Only Role for LP Portal Users.

No description provided
about 5 years ago in LP Portal 0 Planned