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
Allow Merging Capital Account Parent details in to a Capital Account(Financial) Fund Communicaiton Template
Allows Capital Statements to be built with Capital Account Parent Fields This will allow users to create Capital Account Statements that have details on the Capital Account on a Fund Level no just the Investment Vehicle level. This way we can send...
Allow all Communication to have Drop down to select a Template relevant for that type of communication with default template selected. Allow for customer adding new templates
Fix templates to allow easily adding you own templates and swapping out existing templates through Custom Settings and Picklist Changes OR simply picklist changes. Also Allow changing the Role selection or at least displaying what role is used.
Fund Communication Email Preview Unavailable - Error Message
Related to: https://trello.com/c/8dfuyiX9/90-u-communication-preview-email-body **As an** Aduro user**I want** to know that a fund communication email preview is unavailable because the related record has been deleted with an error message**so tha...
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Planned