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Allows Additional NDA Confirmations screen on top of SLA & K1 Agreements, or allow for different Agreements for different orgs.

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

Allow Portal User Invite Email to be re-sent from Client Org, if the user is already enabled.

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

Improve Doucument Activity Layout and UX

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

As FundPanel Portal Community Admin, I need to be able to easily add new Branded Login Pages, so that we do not need to wait for the next release to add a new Branded login page.

We have in place a means to add custom Branded Login Pages to you Portal/Community.One Example is AirTreehttps://www.fundpanel.io/AirTree It would be great if we could set up a group of custom settings to allow us to set up a new branded login pag...
almost 5 years ago in LP Portal 0

FundPanel Community - Broken Links

We had two Portal Users 'Kenneth Kirkpatrick' and 'William J Bufe' who are experiencing issues with their 'Reset Password' link 'not working' on the Investor Portal. In William's case, it appears that when he clicked the 'Reset Password' link he w...
almost 5 years ago in LP Portal 0

Allow Portal User to select 2 Factor Authentication upon first login OR first Login after this option is enabled for an Org.

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

As a FundPanel portal user, I want to conveniently pay my Capital Calls via a ACH Integration, so I don't have to wire the money separately via my Bank

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

Notification in Portal for any new Document posted to the portal

No description provided
almost 5 years ago in LP Portal 0

Feeder orgs may show the wrong username on Portal Users tab - .fp instead of .ac because user already existed with that email

No description provided
almost 5 years ago in LP Portal 0

Automatically append Notes text to homepage URL in Outlook/Gmail or Mobile phone contact field

Quan
almost 5 years ago in Deal Flow 0