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Release Notes 2020-07-25

New Agent Type: Promoter​

We used to have "Investor" and "Trader" types for agent types. Now, we added "Promoter" to agent types.

Add New Field to Subscriptions/Redemptions: Promoter​

Now, fund managers and administrators can mark subscriptions and redemptions with "promoter" information.

Such promoter can be a sales agent or introducer given the context of the particular fund.

Add Field to Trade Order Group Download​

The spreadsheet download for a trade order group now includes the trader name column.

Quick Trade Information on Ledger Page​

The table on the ledger page has the column "Trade ID". Now, if the user hovers on this column with the mouse, a popup appears to show further trade information.

Price Page Improvements​

The table on the price page renders now much faster. Furthermore, the form to edit a given price observation or to create new price observations is now a "Pop-up" instead of an inline form which mitigates some issues with the table layout.

Lastly, if there are any errors, the new form shows errors in a more meaningful way.

Screenshots of Pages​

Users can now take screenshots of the entire page directly within the application. The screenshot button is at the bottom right of the page:

Relationship Manager Voucher Permissions​

Relationship Managers can now see voucher details, summary and related dashboard items for the vouchers created for their teams.

All dropdowns which hit the backend server to search and select records (such as Portfolio selection dropdown) are optimised to avoid excessive search hits. This also mitigates some issues our users encountered when the search returns very slowly.