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IR-I-94
IR-I-94
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Status
Planned
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Workspace
Investor Relations
Created by
Guest
Created on
May 26, 2020
RELATED IDEAS
File transfers vis SFTP or API Endpoint
Create SPV Fund Type and better support SPV with other objects
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.
Fund Communication - Lightning Component/Rework
Add Committment Field Merging to General Fund Communications or Add a Committment Communication type
Add Support for Unit Trusts to Capital Calls, Distributions, Account Statements
Allow Merging Capital Account Parent details in to a Capital Account(Financial) Fund Communicaiton Template
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}
Blank Contact Role Filter for Communications
Add Email Address to Contact role & Primary Email to Investment Vehicle and Build Mailing List Report type - Add to Package
Add Transfer Object
Need an object for Transfers so we can better show it instead of it being a hack.
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