HOME > FUNDRIVER SUPPORT TICKETS
A new section has been added to the home page! See your open and pending Support Tickets here:
ORGANIZE > FUNDSOur 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.
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
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!