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.
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.
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.
When new users are added to the database, a Welcome email will automatically be sent!