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.


WELCOME EMAIL

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