ADD A NEW IDEA

All ideas

Showing 46

Create Related object to Capital Call named Paid Amount or Invoice to register multiple Payments and their dates

Create Related object to Capital Call named Paid Amount or Invoice to register multiple Payments and their dates
over 4 years ago in Investor Relations 1 Planned

Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)

Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)
almost 4 years ago in Investor Relations 1 Planned

Push User Activity and DOcument Activity Data From Portal to Client Org

Ensure that K1 Consent Check box, Login Activity, and hopefully document Activity is visible within the CLient org for reporting.
almost 4 years ago in LP Portal 0 Planned

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.

Maybe better control when K1 Acceptance is shown aka only when Documents are enabled.
almost 4 years ago in LP Portal 0 Planned

Add Start & Close date field to commitment object

This is tracked in our reporting workbooks currently, but would be especially helpful when onboarding.
about 4 years ago in Investor Relations 0 Planned

Add (For Further Credit) to Originator to Beneficiary Instructions - Wire Instructions

No description provided
about 4 years ago in LP Portal 0 Planned

Add Linkage to Company summary to Stock Distribution, maybe allow multiple traunches for Cash distributions?

No description provided
over 4 years ago in Investor Relations 1 Planned

W9 Client Comunication Type where Only Include Vehicles that have W9 date older than the last 3 years

W9 Client Comunication Type where Only Include Vehicles that have W9 date older than the last 3 years
over 4 years ago in Investor Relations 0 Planned

Add Transfer Object

Need an object for Transfers so we can better show it instead of it being a hack.
over 4 years ago in Investor Relations 0 Planned

Select or Remove Investment Vehicles for Fund Communications

Select Investment Vehicles or Remove for Fund Communications
over 4 years ago in Investor Relations 0 Planned