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PORTFOLIO-I-27
PORTFOLIO-I-27
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Status
Planned
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Workspace
Portfolio
Created by
Guest
Created on
Mar 25, 2020
RELATED IDEAS
Round Detail Recalculate Valuation Snapshots
Company Summary - New Fields & Check Boxes
Portfolio: Track Ownership over time, Ownership $ roll-up added to Company Summary
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)\
Remove the following Valuation Type: Note Conversion(???)
External ID Field for Company Summary
Copy Excel Portfolio Modeling Tool into Salesforce either with Einstien or Visualforce
Portfolio - Currency Conversion
Aduro Portfolio User Profile
Update All Orgs to have a Logo for the VC Client
Make Round Picklist a Global Picklist for easier customization of values
Make Round Picklist a Global Picklist for easier customization of values
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