ADD A NEW IDEA

Investor Relations

Showing 104 of 186

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
about 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
about 5 years ago in Investor Relations 0 Planned

Create Primary Contact where all other contacts under investor are in the CC field

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about 5 years ago in Investor Relations 0

Kindred Ventures would like a BCC for FundPanel Welcome Emails

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

Improve Contact Segmentation for Fund/Client Wide Communications

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

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

No description provided
about 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...
about 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
about 5 years ago in Investor Relations 0 Planned

Download All button missing form Fund Communication's Locked Page Layout

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about 5 years ago in Investor Relations 0

Ability to create PDFs for Client Communications that list each Commitment/Fund or Capital Call associated to a Vehicle as Line Item in the PDF

No description provided
about 5 years ago in Investor Relations 0