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PORTFOLIO-I-24
PORTFOLIO-I-24
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Workspace
Portfolio
Created by
Guest
Created on
Oct 15, 2019
RELATED IDEAS
Remove the following Valuation Type: Note Conversion(???)
Company Summary - New Fields & Check Boxes
Valuation Snapshot not triggered both on scheduled batch and on new valuation creation. It took deleting valuation just created and recreating it to trigger snapshot. https://na90.salesforce.com/a0I1a000004Otx8 (Resolute also had issues)\
External ID Field for Company Summary
Company Summary - Total Current Cost/Value
Portfolio - Currency Conversion
Make Round Picklist a Global Picklist for easier customization of values
Portfolio: Track Ownership over time, Ownership $ roll-up added to Company Summary
Round Detail Recalculate Valuation Snapshots
Disposal Sync to Xero Receivable Transaction in Xero instead of Cash Transaction
Percent of Cost on Valuation throwing an error. We need to extend the length of the field limit beyond 10 characters if we can.
In Ribbit the data field type is (10,8) - what is it currently in our package?
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