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ACH Fields in Funds?

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almost 5 years ago in Investor Relations 0

New Fund Fields

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almost 5 years ago in Investor Relations 0

As a package user I want to leverage the 'Calculate IRR' custom button that resides on the 'Fund' custom object

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almost 5 years ago in Investor Relations 0

Fund Specific Contact Roles

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almost 5 years ago in Investor Relations 0

A Communication's "Preview Body" Link does not merge all fields such as {!Organization.Id} & {!aduro__Fund_Communication__c.aduro__Portal_URL_For_Template_Merge__c}

This URL is from https://fundpaneldemo--release813.cs94.my.salesforce.com/a0D0R000001ih7JUAQClick on a Preview Body URL and you will see not all fields are merged for this preview. https://{!aduro__Fund_Communication__c.aduro__Portal_URL_For_Templ...
almost 5 years ago in Investor Relations 0

Annual Meeting Role so only C level execs get these communications and none others - Cowboy Capital GP Baleen

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almost 5 years ago in Investor Relations 0

As a Investor Relations User, I would like to have the ability to insert Today's Date into all communications.

Currently the tag {!Today} does not work in the merg utility. I also noticed Recipient nor User works, this may be as intended. Steps to Reproduce. Insert a field from User or Sending User name Today. It will not convert the tag to a date. I thoug...
almost 5 years ago in Investor Relations 0

Email Body Preview not Merging all fields??? {Today} needed as well

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almost 5 years ago in Investor Relations 0

Blank Contact Role Filter for Communications

Occasionally, users will create communications with bad data where the Contact Role has no association with a Contact. A filter should be included in these queries to catch this before a communication gets created with false recipients. Need to cr...
almost 5 years ago in Investor Relations 0

Add Committment Field Merging to General Fund Communications or Add a Committment Communication type

If multiple per Vehicle/Fund, only show the first/open commitment or consider only allow 1-1 vehicle and fund
almost 5 years ago in Investor Relations 0 Planned