Overview
This document is an overview of the features and bug fixes included in this new FundPanel Version.
New Features
FundPanel Advisor
- Additional column options have been added to the SOI Report generated from the Fund Tab
- Expanded RGL options are now available
- Reports can now be run for Fund families
- Email limit details will now display on the Send Communication Page to warn when a Client org is nearing its Email send limit
- Submit a ticket to FundPanel support if your org is near its Email send limit
- Capital Call Paid notice and Investor Portal Welcome Email templates are now editable from the template manager or the respective object details
- A Manage Template button has been added to Fund-wide and Client-wide Communications
- The Do Not Email contact role now requires a separate box be checked to be applied to prevent inadvertently applying this contact role
- Change email of active portal contacts is now automated and a warning will display if done manually
- Hidden Identifiers added to Emails for integration with ArchLabs
Investor Portal
- Bulk Download button added to enable downloading of documents in the Documents tab into a .zip folder
- New Fields for Investment Vehicle Wire Instructions have been added and display in the Investor Portal if populated
Admin: User Activity updated to show the last time a user logged into a client’s specific organization
User Experience and Performance Improvements
UX Improvements
- Updated all tables so rows now have alternate colors
- A link to the Parent Object will now display on the Capital Call, Distribution, and Capital Account Success screen
- Added an alert to warn that Fund type documents can be seen by all LP’s in a fund
Performance Improvements
- Calling batch from email status checker
- Upgraded Xero Sync can manage a much larger number of records when syncing
- Improved performance of syncing Bank Balance
- Fix Errors with Email Open Status Job so that it no longer throws errors from too many updates
Bug Fixes
- When sending by Contact or Sending to a single recipient and uploading the PDF to the Documents Tab, the PDF generated will have the date of the Capital Call/Distribution/Capital Account, not the date of the upload.
- Send Test on Client Communication will now include attachments
- K1 Consent Print option has been fixed and is now formatted correctly