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LP Portal

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Resolve LP confusion around Wire Transfer Instructions. Specifcally "Further Credit"

Resolve LP confusion around Wire Transfer Instructions. Specifcally "Further Credit"
about 5 years ago in LP Portal 0 Planned

For Fundraising Documents provide a column, Portfolio Company, with a link.

No description provided
about 5 years ago in LP Portal 0

As a FundPanel Admin/Support User, I would like to be able to Map an ORG/Company Name to a New Member Welcome Email & New Org Link Template, so that we can automatically send custom Emails Designed Per Org.

It would be great to have 2 customer Settings 1. For New Member Welcome Email - Template2. For New Org Link - Template This way when a New Member Welcome Email is triggered, the email template used is the one Mapped in the Custom Setting, otherwis...
about 5 years ago in LP Portal 0

Community - Filter menu doesn't scroll for overflow

The filter menu is set to 100% height and this doesn’t usually have enough data to need scrollability. But on the documents tab if there’s over 11 funds on a small screen some are hidden by the footer due to sharing space with the document typ...
about 5 years ago in LP Portal 0

Update Portal To Allow Tax Information To Be Displayed and Updated

No description provided
about 5 years ago in LP Portal 0

Prevent Contact Editing on Portal Users

Salesforce users will sometimes incorrectly process email address changes for portal user contacts - instead of creating a new contact record, they will edit the existing contact and change the email address. To prevent this, we would like a valid...
about 5 years ago in LP Portal 0

Better allow disabing of LP Portal Orgs so that releationships are disabled

No description provided
about 5 years ago in LP Portal 0 Planned

Ticket 5521 Would like to Add Round Detial Record Type to Portfolio Tab on LP Portal

No description provided
about 5 years ago in LP Portal 0

Allows Additional NDA Confirmations screen on top of SLA & K1 Agreements, or allow for different Agreements for different orgs.

No description provided
about 5 years ago in LP Portal 0 Planned

Allow Portal User Invite Email to be re-sent from Client Org, if the user is already enabled.

No description provided
about 5 years ago in LP Portal 0 Planned