Release Notes (November 2016)
Fundriver has released a few minor updates to enhance the user experience. This document provides screen shots along with a few notes on each item. If you have any enhancements that you would like to us to consider for future releases, please send them via the Knowledge Base Community that can be found here.
1) Common Tasks.The layout and text has been redesigned (contributed by Fundriver Support Specialist, Megan Page).
a. For clients that enter Activity using the Standard Transaction Import, an updated version of the import file can be found in the Knowledge Base.
3) Copy From Excel.Changed text to “Copy and Paste From Excel”, was previously “Import Transactions from Excel”
5) Support/Settings-> Role Manager.Added buttons Edit and Delete. Client Administrators will be able to Edit Role Names and Delete Roles that they have created (Note: limited to Client Administrators and Clients that have the Add on Module and/or Pro Clients.)