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External ID Field for Company Summary

No description provided
over 1 year ago in Portfolio 0

Financial Entry would be easier to use for large forms if it had the ability to save and come back to it.

No description provided
over 2 years ago in Portfolio 0

Financial Details Form Submission Link Not 1 Time Use, need to replace or improve this feature

Maybe ensure the URL is 1 time use and changes after each new financial record is added. Add a random code that is added to the ID or if the Encrypt allows a seed.| Or Replace this feature all together with true 1 time link management and or user ...
over 3 years ago in Portfolio 0

Disposal Sync to Xero Receivable Transaction in Xero instead of Cash Transaction

Create Receivable Transaction in Xero instead of Cash Transaction
about 4 years ago in Portfolio 0 Planned

Valuation Sync to Xero

No description provided
about 4 years ago in Portfolio 0 Planned

Vaidation Rules for Transactions

No description provided
about 4 years ago in Portfolio 0 Planned

Make Round Picklist a Global Picklist for easier customization of values

Make Round Picklist a Global Picklist for easier customization of values
over 4 years ago in Portfolio 0 Planned

Valuation Snapshot not triggered both on scheduled batch and on new valuation creation. It took deleting valuation just created and recreating it to trigger snapshot. https://na90.salesforce.com/a0I1a000004Otx8 (Resolute also had issues)\

No description provided
over 4 years ago in Portfolio 0 Planned

Aduro Portfolio User Profile

Certain Salesforce users will only require access to the Portfolio side of the application. To this end, we have created a profile 'Aduro Portfolio User' that we would like to incorporate into our next package rollout so that we can easily assign ...
over 4 years ago in Portfolio 0

Portfolio - Stock Splits

No description provided
over 4 years ago in Portfolio 0