ADD A NEW IDEA

All ideas

Showing 185 of 185

Create Popup for when Sending By Vehicle and Individual to explain what is about to happen.

AKA. When sending by vehicle/company summary it will NOT merge contact fields & it will combine all emails from that entity into TO.For Individual, ONe email is sent per person and ALL field merges work.
over 4 years ago in Investor Relations 0

Create Investment Vehicle and Commitment Upon Close of Opportunity

No description provided
over 4 years ago in Deal Flow 0

Schedule Send for Fund Communications

In a perfect world we would schedule and email send and it use a class that spawns a new apex job scheduled for that date/time that would then trigger the email send.
over 4 years ago in Investor Relations 0

Late Admission Interest Discussion

Financial Ventures Studio Capital Call Preferred Returns(Name Ben Used capital call and Statement)Late Admission Interest Summed up on the Account Statement Customized Orgs:Financial Ventures StudioPrime Movers LabHarbinger Late Admission Comes ...
over 4 years ago in Investor Relations 2 Planned

Fix SOI Report Controller so As Of Date does not require a NEW Capital Account object.

Fix SOI Report Controller so As Of Date does not require a NEW Capital Account object
over 4 years ago in Investor Relations 0

Setup Proper Master Detail Relationship Between "Parents" and children

We are writing a ton of rollup code and do not need to if we had proper Master Detail relationships setup between our objects Labeled Parent and their children. This seems crazy.
over 4 years ago in Investor Relations 1

Expandable Left Menu with Vehicles so we can see the entire name

No description provided
over 4 years ago in LP Portal 0

Valuation Snapshot not triggered both on scheduled batch and on new valuation creation. It took deleting valuation just created and recreating it to trigger snapshot. https://na90.salesforce.com/a0I1a000004Otx8 (Resolute also had issues)\

No description provided
over 4 years ago in Portfolio 0 Planned

Aduro Portfolio User Profile

Certain Salesforce users will only require access to the Portfolio side of the application. To this end, we have created a profile 'Aduro Portfolio User' that we would like to incorporate into our next package rollout so that we can easily assign ...
over 4 years ago in Portfolio 0

Portfolio - Stock Splits

No description provided
over 4 years ago in Portfolio 0