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Investor Relations

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Add Email Address to Contact role & Primary Email to Investment Vehicle and Build Mailing List Report type - Add to Package

No description provided
almost 5 years ago in Investor Relations 0 Will not implement

Grouping Investment Vehicles by Fund on Contact Reports

We are unsure how this will fit within our application but it is a frequent request that currently requires a workaround to access the data. Users require the ability to generate Contact Role reports by Fund and grouped by Investment Vehicle. The ...
almost 5 years ago in Investor Relations 0 Will not implement

Disabling community users in the Portal Admin org

*User Story Description* As a FundPanel administrator, I need the ability to disable inactive community users, so that we do not waste ‘Partner Community’ licenses and can re-purpose the licenses for new/active community users *Acceptance Crit...
almost 5 years ago in Investor Relations 0 Will not implement

Kindred Ventures would like a BCC for FundPanel Welcome Emails

No description provided
almost 5 years ago in Investor Relations 0 Will not implement

Capital Call Amount Due field updated when changes are made OR added to page layout to be editable? Or Is this supposed to reflect the Amount Due on Inception of the Capital Call?

No description provided
almost 5 years ago in Investor Relations 0 Will not implement