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Investor Relations

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Edit Contact from contact record page redirect back to contact record page.

As a package user, I would like to be able to click the Edit button on the contact record page, go to the edit contact page, and then be returned back to the contact record page if I decide to click 'cancel' without updating the contact so that my...
almost 5 years ago in Investor Relations 0 Planned

Creating Investments with 0 cost

No description provided
almost 5 years ago in Investor Relations 0

Transfer Commitment the Amount Paid is NOT Transfered like the Capital Call Amount.

No description provided
almost 5 years ago in Investor Relations 0 Planned

Add "Date" field to the capital commitment record.

???
almost 5 years ago in Investor Relations 1 Planned

Need to add validation to Capital Commitment.Investment Vehicle Ensure validation fires instead of Search filter. It is confusing as to why when using search filter, Validation can state that it is missing the Parent???

No description provided
almost 5 years ago in Investor Relations 0 Planned

Create Contact Relationships to Commitments so that a different contact under the same vehicle can have their own Commitment

No description provided
almost 5 years ago in Investor Relations 0

Commitments Close after Capital Account so % is off

No description provided
almost 5 years ago in Investor Relations 0

We need to maybe filter out Capital Calls that have an Amount Due = 0 from syncing to Xero and not require it be done manually. Or Validation Error better defined.

No description provided
almost 5 years ago in Investor Relations 0 Planned

Capital Call Amount Due field updated when changes are made OR added to page layout to be editable? Or Is this supposed to reflect the Amount Due on Inception of the Capital Call?

No description provided
almost 5 years ago in Investor Relations 0 Will not implement

Capital Account Distribution Total As of Date Field that reflects the total sum of all distributions created before or on the Capital Account As of Date. This may be needed for all orgs.

I believe that it is only before the as of Date currntly?
almost 5 years ago in Investor Relations 0