In this week's release we started with the groundwork for the functionality to be able to generate Contribution Certificates per investor. A further enhancement was also made to the import of large files (which uses background processing), by now indicating the file name of the last...
In this release, the ability was added to setup a workflow email address, to receive email notifications on changes made on the system. The date and time, user that made the change and details on which field was changed with the old and new values,...
In this release, enhancements were made to the handling of the last investor with assets in an instrument. Also, improvements were made to the import of large files. The user is now allowed to continue on other views, by handling some of the imports as a...
Enhancements were made to the historical changes (audit trail) that is kept of changes made to data on the system. A lot of structural changes were made in the code, to allow for better tracking of historical changes. In this release the noticeable changes are: * History...