The following features and improvements are now live in FundPanel:
Investor Portal Updates
Admin Document Activity now shows the count of the documents to show progress
Improved messaging on the Benchmarking tab to inform Fund Managers that this tab is not visible to all users
Added new error message in Tax Details Form to display when an unsupported file type is selected for upload
Manage Commitment Document Visibility
From a Fund record, in the Capital Commitments section, there is now an action button to Manage Document Visibility
This launches a screen that will pull in all documents related to all commitments for that Fund. You can search and filter to refine the list
Toggle Hide From Portal for these documents to manage their visibility
You can also now view Portal Visibility status on Commitment documents from the Commitment record in the Documents section
Fund Communication error handling improved
Now more clearly displays Unsent count and incorporates that into the number of failed communications
Fund Communication Secure Links
Fund communications now offer the ability to create URLs that link directly to specific documents or folders within the Investor Portal.
For enhanced security of sensitive information, use these secure links to Investor Portal objects, documents, or folders.
Avoid directly attaching documents to fund communications.
Schedule of Investments (SOI) Report Updates:
A category (e.g. Core, Non-Core) can be added on the Company Summary.
The SOI can now include and be grouped by Sector or Company Category.