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Investor Relations

Showing 104 of 186

Investments with $0 cost basis showing on SOI

*User Story Description:* Peter to add more detail *Acceptance Criteria:* *Approach / Technical Notes:*
almost 5 years ago in Investor Relations 0

Add Fields to SOI Report(Ticket #4664) & Allows Sorting by different Columns

No description provided
almost 5 years ago in Investor Relations 0

IR: Contact Roles by Fund Report

An example of a common request from Fundpanel clients: "I need to run a report of all Contacts related to Fund 1 who have the 'General' Contact Role" In the Fundpanel application: - Contact records are linked to Investment Vehicle (Account) record...
almost 5 years ago in Investor Relations 0 Already exists

Realized Gain/Loss Report

No description provided
almost 5 years ago in Investor Relations 0

Add Email Address to Contact role & Primary Email to Investment Vehicle and Build Mailing List Report type - Add to Package

No description provided
almost 5 years ago in Investor Relations 0 Will not implement

Grouping Investment Vehicles by Fund on Contact Reports

We are unsure how this will fit within our application but it is a frequent request that currently requires a workaround to access the data. Users require the ability to generate Contact Role reports by Fund and grouped by Investment Vehicle. The ...
almost 5 years ago in Investor Relations 0 Will not implement

Document Portal Upload Page, Increase number of characters for File Name shown after upload of file

No description provided
almost 5 years ago in Investor Relations 0

Disabling community users in the Portal Admin org

*User Story Description* As a FundPanel administrator, I need the ability to disable inactive community users, so that we do not waste ‘Partner Community’ licenses and can re-purpose the licenses for new/active community users *Acceptance Crit...
almost 5 years ago in Investor Relations 0 Will not implement

Community - Add Payment Details to Capital Call - Details page.

On the Capital Call tab within the FundPanel Investor community, there does not exist any details about the payment for the capital calls. Add the following 2 fields to the Capital Call Details page just below the Capital Call % and Due Date as pa...
almost 5 years ago in Investor Relations 0

Fund Communication - Lightning Component/Rework

Peter to provide detail of function of page as per comments \-Ability to also merge ‘Commitment’ fields into resulting communication \- currently: All the information provided to the merge engine comes from the {{Recipient\_\_c}} object IV can...
almost 5 years ago in Investor Relations 0