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

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

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

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

Improve Doucument Activity Layout and UX

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

Allow Portal User to select 2 Factor Authentication upon first login OR first Login after this option is enabled for an Org.

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

As a FundPanel portal user, I want to conveniently pay my Capital Calls via a ACH Integration, so I don't have to wire the money separately via my Bank

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

Add Fund Inception Date Field to Funds. Manually Entered

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

Unrealized push from SF to Xero

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

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
over 5 years ago in Investor Relations 0 Planned

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
over 5 years ago in Investor Relations 0 Planned