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Download All errors at certain limit of Recipients Also downloads duplicates when Send by Investment vehicle

Download All errors at certain limit of Recipients Also downloads duplicates when Send by Investment vehicle
over 3 years ago in Investor Relations 0

Refresh Amount Due button in Capital calls so I can refresh if I make update to previous calls after creating a call

Refresh Amount Due button in Capital calls so I can refresh if I make update to previous calls after creating a call
over 3 years ago in Investor Relations 0

Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)

Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)
over 3 years ago in Investor Relations 1 Planned

Financial Details Form Submission Link Not 1 Time Use, need to replace or improve this feature

Maybe ensure the URL is 1 time use and changes after each new financial record is added. Add a random code that is added to the ID or if the Encrypt allows a seed.| Or Replace this feature all together with true 1 time link management and or user ...
over 3 years ago in Portfolio 0

Push User Activity and DOcument Activity Data From Portal to Client Org

Ensure that K1 Consent Check box, Login Activity, and hopefully document Activity is visible within the CLient org for reporting.
over 3 years ago in LP Portal 0 Planned

Add Support for Unit Trusts to Capital Calls, Distributions, Account Statements

Different Classes of UnitsClass AClass B No value until waterfall.
over 3 years ago in Investor Relations 1

Create SPV Fund Type and better support SPV with other objects

No description provided
over 3 years ago in Investor Relations 0

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.
over 3 years ago in LP Portal 0 Planned

Lightning Issue with Account>Contact Roles> Edit Contact Roles Button URL Fails in Lightning

Lightning Issue with Account>Contact Roles> Edit Contact Roles Button URL Fails in Lightning
over 3 years ago in Investor Relations 0

Add Start & Close date field to commitment object

This is tracked in our reporting workbooks currently, but would be especially helpful when onboarding.
over 3 years ago in Investor Relations 0 Planned