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IR-I-109
IR-I-109
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Workspace
Investor Relations
Created by
Guest
Created on
Jul 30, 2021
RELATED IDEAS
Add Transfer Object
Document (Custom) Download Selected - Fund and Commitment
Create SPV Fund Type and better support SPV with other objects
Fund Communication - Lightning Component/Rework
I would like the ability to have 2 PDF Statement generated 1 for email 1 for portal
Add Committment Field Merging to General Fund Communications or Add a Committment Communication type
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
A Communication's "Preview Body" Link does not merge all fields such as {!Organization.Id} & {!aduro__Fund_Communication__c.aduro__Portal_URL_For_Template_Merge__c}
W9 Client Comunication Type where Only Include Vehicles that have W9 date older than the last 3 years
Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)
File transfers vis SFTP or API Endpoint
File transfers vis SFTP or API Endpoint
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