Applies to: Everyone
Release date
June 2024
Summary of enhancements and new functionality
Fund card view - You can now add a fund card in addition to the listing/table view. The fund card view is more marketing centric and includes a fund image and a summary of the offering fund. The feature must be enabled by Intralinks Customer Service.
LP portal customization - You can now provide LP portal customization with the client's logo and color scheme.
Ability to send a test email for welcome emails and document notification emails - You can now send a test email to the GP Admin user for welcome and document notification emails.
Improved messaging when there is no campaign or fund - Messaging has been improved to make it more obvious when there is no campaign and no fund has been added.
Ability to export data - You can export the data in most entity grids. The data is downloaded as a CSV file.