Product Release Notes (Q4 2024)
10.11.24 Release | Feature Enhancements
- Email Signatures: Ability to add images to email signatures - now Admin Team Members can directly upload images from their devices as part of their email signatures instead of having to copy/paste those images from a hosted website.
- Bulk Document Uploader - we've added a new hover display to help with differentiating investors with similar, but very long names. Now you can simply hover over a name in the drop-down and get full visibility of the name.
- Offering Metrics: we've updated the functionality of the "Current Quarter Distributions" metric to display the sum of distributions made in the current quarter. The "Distributions Last 90 Days" metric will display the sum of distributions made in the 90-day period preceding the last distribution period end date.
- Segments: Refresh for saved email campaigns - Now you can refresh segments from email campaigns. If, for example, you forget to add investors to the email, you can save the campaign as a draft, add the investor(s) to the segment, go back to the saved draft, click the refresh button, and your investor(s) will be added.
- Portal Notifications:
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- Now you can edit Portal Notifications to send a link directly to the Transactions page on the Investor Portal.
- Investors will now get a notification when their Email, Address, Tax ID, or Banking Info is changed via the Investor Portal.
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11.08.24 Release | Feature Enhancements
Email Campaigns:
- Scheduled Emails - now you can create a custom email, add your recipients, and schedule when you want that email to be sent from IMS (down to the ½ hour).
- Email Tags - now you can add tags to your various email campaigns for easier sorting/categorizing in the email campaigns tab. This can be found in the drop-down well from the email campaign subject.
- We’ve added drag-and-drop functionality for email attachments.
CRM: The CRM Contacts export has been updated to better match the order on the Profile tab
Projects: Outstanding capital balance for each class can now be found at the entity level.
eSignature: New eSig variables for Joint Account DOB (Date of Birth) have been added.
Admin Settings: Admin Team Members can now be deactivated by Super Admins. This prevents them from being able to log in or receive notifications from IMS, while keeping the history of updates/exports/imports made by that deactivated team member.
12.06.24 Release | Feature Enhancements
Roles & Permissions: view-only Admin role - If you’re using our newer Roles & Permissions feature, now there is a “View-Only” toggle under the Roles tab for Team Members. This allows the designated Team Member to have full visibility without the ability to make updates.
Email Templates: now you can create templates for the email campaigns you send frequently. These can be stored and accessed from the main email campaigns page for quick access. After selecting your template to use, add your recipients and send the email out immediately - or use the scheduler to schedule the email campaign to go out at a later time!