Tickets Delivered
The release includes the following items.
Ticket Number | Description |
|---|---|
8722 | Issue: Duplicate Reports Received Records Resolution: Made changes to retrieve Reports Received records in order to prevent duplicates. |
8786 | Issue: Filter on Overall Insurance Policy Notes Does Not Return All Records with Blank Fields (Insurance Data View) Resolution: Made changes so that all records with blanks are returned in this filtering scenario. |
8797 | Issue: Issues with the OPA Requirement Period and OPA Required columns in the Insurance Data View Resolution: Made changes so that the data view shows the fields as expected. |
8826 | Issue: Picklist Sort Order PL_DocumentCategory Resolution: The values for the PL_DocumentCategory picklist are sorted by Sort Order, then alphabetically. |
8829 | Issue: Comments Need to Retain Formatting from Copy & Paste Resolution: When you copy and paste text from another application, such as email or Microsoft Word, into Fund or Deal Comments, the text formatting is retained. |
8885 | Issue: Dynamic Fields on Fund Tax Return and Fund Annual Financials Workflows Are Not Working as Expected Resolution: Made changes so that Reviewer 1 and Reviewer 2 for Tax Returns and Annual Financials are displayed as names instead of IDs. |
9416 | Issue: Link to a Reporting Deal Error Resolution: Made changes to resolve the error. |
9425 | Issue: Cannot Delete Insurance Record Resolution: Made changes to resolve the error. |
N/A | Issue: Partnership Representative was previously added as an Entity Role, but is missing as a Deal Role. Resolution: We added Partnership Representative to the PL_DealRole picklist. |
N/A | Issue: CRA % Warning Message on Property Screen Resolution: We removed the CRA % warning message from the Property screen ("CRA % for all Properties does not total 100%"). |
N/A | Issue: Add Partnership Representative to Deal Role Picklist Resolution: The PL_AssociateCompanyRole picklist includes the Partnership Representative value. |
N/A | Issue: Comments for Tasks Not Appearing in Comments Hub Resolution: Made changes so that comments on tasks (on a deal or fund) are included in the Comments Hub. |
N/A | Issue: Documents for Tasks Not Appearing in Documents Hub Resolution: Made changes so that documents on tasks (on a deal or fund) are included in the Documents Hub. |
N/A | Issue: Actual Hard Costs Complete Field (Construction Draw) Not Calculated as Expected Resolution: Made changes so that the calculation (Cumulative Draw Amount for Hard Costs Categories / Revised Amount for Hard Cost Categories) is displayed as expected. |