These are the release notes for Fund Manager, updated June 17, 2020.
New
- Fund Manager now has a Task Manager, a central location for tasks and task creation. Users can access a detail view of every task that includes the following fields: Assign To, Due Date, Request, Status, Type, and Comments. The Task Status can be changed to Open or Closed when editing the task.
- On Fund Manager Home and Accounts Overview screens, users must first select a PI and the date range and click the Search button before data loads. Multiple PIs can be selected, but page performance is best with just one PI selected.