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FundPanel - General

Showing 19 of 186

Move Xero 'Private Key' to custom setting

No description provided
about 5 years ago in FundPanel - General 0

We need to Update our Report Type: "Funds with Fund Communications with Recipients" that is currently Un-Managed to include the new Recipient Fields

No description provided
about 5 years ago in FundPanel - General 0

Spike - Documents, Attachments -> Files

*User Story Description:* *Acceptance Criteria:* *Approach / Technical Notes:*
about 5 years ago in FundPanel - General 0

Sync with Quickbooks

We want to be able to sync our app with QuickBooks Online the same way currently do with Xero: -Capital Calls (2 way sync)- Push from SF to QBO - creates invoices in QBO- Pull from QBO to SF - payment info after invoices are reconciled in QBO- Dis...
about 5 years ago in FundPanel - General 0

API Integrations - Spike

As Fundpannel we want to begin bringing information from other websites into our managed package to enrich the user experience. These are the companies we are looking to potentially integrate with via API. Please look into Shoobx first: - Shoobx -...
about 5 years ago in FundPanel - General 0

eShares/Carta API

https://www.notion.so/External-API-documentation-v0-d6f286137d6d4276bf8ab286f2267a38
about 5 years ago in FundPanel - General 0 Will not implement

API Between Aduro and Checkvault

No description provided
about 5 years ago in FundPanel - General 0

Email Integration - Global Actions for Lightning for Outlook/Gmail and Salesforce 1 Mobile. FundPanel Logo branding for Lightning for Outlook/Gmail and Salesforce 1 Mobile.

Decide on specific global action buttons for Lightning for Outlook/Gmail (ex: NewContact - Investor, New Investment Vehicle, etc.) and creation page layout of each buttons for Lightning for Outlook/Gmail and Salesforce1 Mobile. Discuss FundPanel L...
about 5 years ago in FundPanel - General 0

Reducing the likelihood of spam filtering

*User Story Description:* As a FundPanel user, when sending Fund/Client communications, I want to reduce the likelihood that the emails are going into the recipients spam folder so that I can be confident the recipients are actually seeing the com...
about 5 years ago in FundPanel - General 0

Document Uploader - Drag Drop Feature

**As a package user** I want to be able to drag and drop files into the uploader instead of having to go through the "Choose File" button. It would be great for it to function like the folders on box where there is a ledger view of all the folders...
about 5 years ago in FundPanel - General 0