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Community - Add Payment Details to Capital Call - Details page.

On the Capital Call tab within the FundPanel Investor community, there does not exist any details about the payment for the capital calls. Add the following 2 fields to the Capital Call Details page just below the Capital Call % and Due Date as pa...
almost 5 years ago in Investor Relations 0

Fund Communication - Lightning Component/Rework

Peter to provide detail of function of page as per comments \-Ability to also merge ‘Commitment’ fields into resulting communication \- currently: All the information provided to the merge engine comes from the {{Recipient\_\_c}} object IV can...
almost 5 years ago in Investor Relations 0

Fund Communication - Lightning Upgrade - Send and Confirmation Screens - VF Page

As a Fundpanel user I want the Fund Communication send and confirmation pages to have the Lightning look and feel so I have a consistent Lightning experience when using the Fundpanel package. Fund Communication * Send Emails by Investment Vehicle*...
almost 5 years ago in Investor Relations 0

Download All - Fund Communication - VF Page

*User Story Description:* *Acceptance Criteria:* *Approach / Technical Notes:*
almost 5 years ago in Investor Relations 0

Document (Custom) Download Selected - Fund and Commitment

*User Story Description:* *Acceptance Criteria:* *Approach / Technical Notes:*
almost 5 years ago in Investor Relations 0

Fund Capital Accounts button conversion

_As a package user I want the Capital Accounts button to work in Lightning so I have the same Aduro package functionality as using Classic._
almost 5 years ago in Investor Relations 0

Fund Capital Accounts button conversion

*User Story Description*_As a package user I want the Capital Accounts button to work in Lightning so I have the same Aduro package functionality as using Classic._ * Pop-up window does not happen after pressing 'Capital Accounts' button in Lightn...
almost 5 years ago in Investor Relations 0

As a Investor Relations User, I would like to have "Entity Type" field on Accounts, so that I can identify the Legally Entity Type

This field is a Picklist fieldI will get a list of values and add them later. Field Name: Entity Type Field Type: Picklist Purpose: Used to identify the legal Business Entity type (AKA, LLC,LLP, C-corp, S-corp, ,Sole Proprietorship, Partnership, e...
almost 5 years ago in Investor Relations 0

Add Current Month Current Year Current Day & Current Day of the week to Recipient for field merge in emails

No description provided
almost 5 years ago in Investor Relations 0

Fundraising Over-ride checkbox field on the Fund object/page to disable visibility during fundraising.

* ‘Fundraising Over-ride’ checkbox field on the Fund object/page** If this field is checked off, when *any* Investment Vehicles are selected within the portal that have *either* a Potential Commitment *or* a Capital Commitment, nothing shows u...
almost 5 years ago in Investor Relations 0