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IR-I-60
IR-I-60
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Workspace
Investor Relations
Created by
Guest
Created on
Oct 15, 2019
RELATED IDEAS
As a Investor Relations User, I would like to Type a dollar amount with commas into the New Capital Commitment "Amount" field and not have it add an extra decimal place so, it is natural and intuitive to enter a currency value that usually has commas.
Transfer Commitment the Amount Paid is NOT Transfered like the Capital Call Amount.
Allow Merging Capital Account Parent details in to a Capital Account(Financial) Fund Communicaiton Template
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
Cascading Calculations - When Changing Value in Cap Accounts Statements must resave all subsequent statements.
Create Primary Contact where all other contacts under investor are in the CC field
Commitments Close after Capital Account so % is off
Hide From Roll Ups Field for Cap Calls/Distributions (Maybe Commitments?)
Primary Contact - Need to be able to denote who the Primary contact(s) is for each Investment Vehicle
Add Support for Unit Trusts to Capital Calls, Distributions, Account Statements
Capital Call Page on Investor Portal needs more details like, amount paid.
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