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Labeling ‘Stock Distribution’ ‘In-Kind Distribution’ ‘Cash Distribution -Ability to have separate line item for Cash vs In-Kind

Add Features to Distribution Object, for Stock Distribution, Create Stock Distribution Record Type for Distribution and Update Package to use Ribbits Stock Distribution Concept.
almost 5 years ago in Investor Relations 0 Planned

Edit Contact from contact record page redirect back to contact record page.

As a package user, I would like to be able to click the Edit button on the contact record page, go to the edit contact page, and then be returned back to the contact record page if I decide to click 'cancel' without updating the contact so that my...
almost 5 years ago in Investor Relations 0 Planned

Transfer Commitment the Amount Paid is NOT Transfered like the Capital Call Amount.

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

Add "Date" field to the capital commitment record.

???
almost 5 years ago in Investor Relations 1 Planned

Need to add validation to Capital Commitment.Investment Vehicle Ensure validation fires instead of Search filter. It is confusing as to why when using search filter, Validation can state that it is missing the Parent???

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

We need to maybe filter out Capital Calls that have an Amount Due = 0 from syncing to Xero and not require it be done manually. Or Validation Error better defined.

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