April 2019: Main Application Updates
HOME > FUNDRIVER SUPPORT TICKETS
A new section has been added to the home page! See your open and pending Support Tickets here:
ORGANIZE > FUNDS
Our Fundriver Users can now export both the Fund History and Transaction History for a fund to Excel:
Internet Explorer users have encountered some issues Exporting data from the Transaction History screen. Fundriver Product Development Team is working toward a solution. In the meantime, try using a different browser.
Note: Use Show Entries to expand the number of rows on the screen to display 10, 25, 50, 100, or even 500 rows of data prior to clicking Export.
SUPPORT/SETTINGS > CHANGE PASSWORD
Change Password now returns a Password successfully changed message in red when the password change is successfully completed.
ORGANIZE > FUNDS > DISTRIBUTION ACCOUNTS
- This section is displaying a new format layout.
- We are now able to accommodate longer text field labels in this section.
ACTIVITY > TRANSACTION ENTRY > ADDITIONAL DATA
There are additional fields available here and they will also accommodate longer text labels.
REPORT > USER - DEFINED REPORTS
The 'Delete' button was often overlooked in the UDR tool section. We cleaned it up a bit and changed it to red.