The attached PDF document contains a description of the new changes and major bug fixes in FundPanel version 8.14. The attached PowerPoint is an overview of features.
What’s New in version 8.14?
FundPanel - Investor Relations & Portfolio:
- Now you can hide Records from the LP Portal (Funds/Capital Calls/Capital Accounts/Distributions)
- New “Investor Relations” Client Wide Communications Template
- New “Fundraising” Fund Communication Email Template
- Added Email Bounce Status & Bounce Notification to Recipient lists
- Added “Sending Status”, “Date Sent”, & “Date First Opened” to Recipient lists
(IMPORTANT: Now all emails sent from FundPanel are HTML emails. You must avoid copying and pasting from M.S. Word or ensure that you clear formatting or the resulting message may not display properly in some email browsers. See release notes for details)
- New Commitment Type of “Potential Capital Commitment” for Fundraising
- Portal Users with duplicate emails are marked “Duplicate” within the “Portal Users” Tab
- Bug Fix: SOI Reports Error when containing large amounts of records
- Bug Fix: “Financial” Client Wide Communications were NOT grouped company
FundPanel - LP Portal:
- Investor Portal updated to work on mobile phones
- New “Portfolio” tab now available in the Investor Portal
- New “Document Activity” tab added to the “Admin” section of Investor Portal
- New “Fundraising” tab now available in the Investor Portal
- Added “Fundraising” documents to the new “Document Activity” tab
Is there anything I need to do?
- Please familiarize yourself with the release notes detailing the new features.
- Questions and concerns can be sent to: support@fundpanel.io