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As a Investor Relations User, I would like to Type a dollar amount with commas into the New Capital Commitment "Amount" field and not have it add an extra decimal place so, it is natural and intuitive to enter a currency value that usually has commas.

When you go to a Fund, Click "New Capital Commitment" then, Enter an amount of 100,000 along with an investment vehicle. Then click Save. The resulting capital commitment has a value of 1,000,000.00 and we expect it to be 100,000.00
almost 5 years ago in Investor Relations 0 Planned

Investments with $0 cost basis showing on SOI

*User Story Description:* Peter to add more detail *Acceptance Criteria:* *Approach / Technical Notes:*
almost 5 years ago in Investor Relations 0

Add Fields to SOI Report(Ticket #4664) & Allows Sorting by different Columns

No description provided
almost 5 years ago in Investor Relations 0

IR: Contact Roles by Fund Report

An example of a common request from Fundpanel clients: "I need to run a report of all Contacts related to Fund 1 who have the 'General' Contact Role" In the Fundpanel application: - Contact records are linked to Investment Vehicle (Account) record...
almost 5 years ago in Investor Relations 0 Already exists

Realized Gain/Loss Report

No description provided
almost 5 years ago in Investor Relations 0

Add Email Address to Contact role & Primary Email to Investment Vehicle and Build Mailing List Report type - Add to Package

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

Grouping Investment Vehicles by Fund on Contact Reports

We are unsure how this will fit within our application but it is a frequent request that currently requires a workaround to access the data. Users require the ability to generate Contact Role reports by Fund and grouped by Investment Vehicle. The ...
almost 5 years ago in Investor Relations 0 Will not implement

Document Portal Upload Page, Increase number of characters for File Name shown after upload of file

No description provided
almost 5 years ago in Investor Relations 0

Exisiting Portal Org Members Welcome Email to a New Org does not clearly state that you can use you current loging to the portal

No description provided
almost 5 years ago in LP Portal 0

Disabling community users in the Portal Admin org

*User Story Description* As a FundPanel administrator, I need the ability to disable inactive community users, so that we do not waste ‘Partner Community’ licenses and can re-purpose the licenses for new/active community users *Acceptance Crit...
almost 5 years ago in Investor Relations 0 Will not implement