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Automatically log Salesforce call from Mobile calling user interface.

Quan ????
about 5 years ago in Deal Flow 0

Investor Opportunity - Investor Update Note

We have added a new feature (Custom Object) "Investor Update Notes" to the Investor Opportunity record. We are utilizing the 'Quick Action' on the Investor Opportunity to trigger the Process Builder, which will then update the "Stage, Communicatio...
about 5 years ago in Deal Flow 0

Lightning for Gmail/Outlook - Logging Email Message on the Opportunity record (Portfolio & Investor Relations)

Hi, We would like the ability to log an Email Message record on the Company Summary/Investor Account , Contact and Opportunity record when using LFG/LFO. Please note: any emails that gets logged to SF via the LFG/LFO will be logged as an Email Mes...
about 5 years ago in Deal Flow 0

Add Fund Inception Date Field to Funds. Manually Entered

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

Update PDF Attachment Filenames to remove Periods as Box does not allow

No description provided
about 5 years ago in Investor Relations 0 Already exists

Unrealized push from SF to Xero

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

Wire Instructions SEC - Ability To Keep Admins or Accountants from Viewing details or changing them???

No description provided
about 5 years ago in Investor Relations 0

Wire Instructions SEC - Update Approval Queue.

No description provided
about 5 years ago in Investor Relations 0

Wire Instructions SEC - Update Change Report for GP/Advisor, Update Email Notification (Digest or Change Report)

No description provided
about 5 years ago in Investor Relations 0

Wire Instructions SEC - Send LP a verification email or notice when the instructions have been updated with who updated them.

No description provided
about 5 years ago in Investor Relations 0