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Primary Contact - Need to be able to denote who the Primary contact(s) is for each Investment Vehicle

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almost 5 years ago in Investor Relations 0

As an Investor Relations User, when Creating a new Contact, I expect to see a warning if another contact with an identical email address already exists. This only happens and seemingly random times.

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almost 5 years ago in Investor Relations 0

Edit Contact from contact record page redirect back to contact record page.

As a package user, I would like to be able to click the Edit button on the contact record page, go to the edit contact page, and then be returned back to the contact record page if I decide to click 'cancel' without updating the contact so that my...
almost 5 years ago in Investor Relations 0 Planned

Creating Investments with 0 cost

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almost 5 years ago in Investor Relations 0

Transfer Commitment the Amount Paid is NOT Transfered like the Capital Call Amount.

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almost 5 years ago in Investor Relations 0 Planned

Add "Date" field to the capital commitment record.

???
almost 5 years ago in Investor Relations 1 Planned

Need to add validation to Capital Commitment.Investment Vehicle Ensure validation fires instead of Search filter. It is confusing as to why when using search filter, Validation can state that it is missing the Parent???

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almost 5 years ago in Investor Relations 0 Planned

Create Contact Relationships to Commitments so that a different contact under the same vehicle can have their own Commitment

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almost 5 years ago in Investor Relations 0

Commitments Close after Capital Account so % is off

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almost 5 years ago in Investor Relations 0

We need to maybe filter out Capital Calls that have an Amount Due = 0 from syncing to Xero and not require it be done manually. Or Validation Error better defined.

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