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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...
almost 5 years ago in Investor Relations 0 Planned

Allow All Communicaiton to have a multi select list for Roles. Allow user to add new roles and it be available. Default role is select initially

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

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

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

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.

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

Improve Contact Segmentation for Fund/Client Wide Communications

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

Add Test Communication Button to do a live test on selected recipients.

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

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...
almost 5 years ago in Investor Relations 0 Planned

Look into improving WYSIWYG Editor features for emails, aka add LINK. Improve "Clear formatting button to truly clear all formatting and make it standardized" Also allow it to activate on Copy and Paste.

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

Allow for PDF that can only be read in the Portal Not downloaded or printable

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

Allow for PDF Water Marks in Communication PDFs

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