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10.16.25 Release | Feature Enhancements

This release includes several usability enhancements and fixes across the IMS platform. 

📱 IMS Admin Portal – Mobile View Fixes
Mobile compatibility improvements have been applied to the Task Manager screens:

  • Add Task and Edit Task views now render correctly on mobile.
  • All components are stacked within the frame for better usability.

💾 Save Button Behavior Update – Investor Settings
The Save button in the footer of all Investor Settings pages is now disabled by default. It becomes enabled only when a change is made, helping sponsors clearly identify when edits need to be saved. This improves clarity and prevents accidental navigation without saving changes.
Pages impacted:

  • General Settings
  • Investment Metrics
  • Offering Metrics
  • Offering Preferences
  • Project Preferences
  • Investor Portal Design
  • Waterfall/Distributions
  • eSignature Preferences

📞 CRM & Investor Portal – Support for Multiple Phone Numbers with the Same Type
Investor Contacts can now have multiple phone numbers assigned the same Phone Type across all entry points:

  • Admin Portal – Contact Details > Profile tab
  • Investor Portal – Contact Profile
  • CRM Import/Edit
  • CRM Export

Key Benefits: 

✅ No validation errors
✅ Successful save and import
✅ All phone numbers retained with their assigned types

📎 Distributions – Attachments in Investor Notifications

Sponsors can now attach files to distributions and send them as part of the ‘Notify Investors’ email.

Key Enhancements:

Attachments Panel added under Project > Entity > Distributions

  • Collapsed by default, shows count if attachments exist
  • Supports upload, drag & drop, and delete (before notification is sent)
  • Displays a note: “Attachments will be sent to investors as part of the distribution notification email”

Post Notification Behavior

  • Attachments become locked once the notification is sent
  • Document icon appears next to Distribution Type with mouseover preview of filenames

CRM Visibility 

  • Attachments visible in Email Campaigns and Contact Communications
  • Files downloadable from the email preview

Investor Portal

  • Investors can view and download attachments from Distribution Processed communications

🔄 Investor Portal – Transferred Records in Multiple Contributions Window

The Multiple Contributions panel now reflects Transferred records for single investment transfers, aligning with behavior for multiple transfers.

Update Details:

  • When an investment is partially or fully transferred, the panel shows: 
    • The original Accepted investment record with positive value (e.g., $500)
    • A transferred record with a negative value (e.g., -$500)
  • Format matches the Transactions table for clarity

✅ Investing Page – Acknowledgements Toggle

A new toggle, "Investing Page – Acknowledgements", is now available under Investor Settings > Offering Preferences.

Functionality:

Toggle Enabled (Default):

  • Displays the Acknowledgements confirmation page during the investment flow in the Investor Portal.
  • Admins see a confirmation pop-up before saving changes. 
  • Investors must review and sign documents before confirming the investment.

Toggle Disabled:

  • Skips the Acknowledgements step in the investment wizard.
  • Admins see a confirmation pop-up before saving changes.

This provides sponsors control over whether investors must explicitly acknowledge documents during the investment process.

 

11.13.25 Release | Feature Enhancements

This release includes several usability enhancements and fixes across the IMS platform.

✅ CRM contacts ‘Completed By’ Updates

  • 🖱️ Communication Modal
    • ‘Completed By’ is now a searchable dropdown in Call, Event, Visit, and Notes.
    • Lists team members alphabetically (Last Name, First Name).
  • 📤 Export
    • ‘First Name Last Name ‘Title’’ column next to ‘Content’.
    • Empty if team members are deleted; not for Emails/Tasks.

📄 Investor Statement Enhancements

  • ✅ Include Profile List
    • Added ‘Include Profile List’ checkbox when creating/editing statement batches.
    • Checked by default: Profiles appear in Preview/Published/Downloaded statements.
    • Unchecked: Profiles are hidden.
  • 🔍 Preview Label Update
    • In statement preview, label changed from “Investor” → “Statement generated for:” for clarity.

🔔 Portal Notification Update

  • 🆕 New Notification Added
    • Document Upload via Manage Batches Notification is now available under Portal Notifications in Investor Settings.
    • Located alphabetically between Document Upload Notification and eSignature on Demand Request.
    • Allows sponsors to customize email alerts for document uploads via Manual Match or Upload by Filename.
  • ✏️ Edit & Customize
    • Full editing options: subject line, logo, message body, tags (e.g., VIEW_DOCUMENTS_BUTTON, NOTE_DETAILS).
    • Default subject: Investor Document Upload Notification.
    • Default message includes document link + optional note.
  • 👤 Investor Experience
    • Investors receive this notification when documents are published via Manual Match or Upload by Filename.

📊 CRM Investment Summary Update

  • Added static text below filters in the Investments section:

“The data shown below is dynamically updated based on the filter selections made above.”

  • Text is responsive and adjusts to screen size for better readability.

🔒 Hide Transferred Investments Setting

  • New Admin Setting
    • “Hide Transferred Investments” toggle under Investor Settings > General Settings (below Closed Offerings).
    • Disabled by default.
  • When Enabled
    • 100% transferred investments are hidden from the investor portal’s My Investments section.
    • Investors can still access transactions, documents, distributions, and the portfolio summary.
  • When Disabled
    • Transferred investments remain visible.

🔐 Password Reset for Unregistered Users

  • When an unregistered user attempts a password reset:
    • They see “You're almost done!” confirmation page, even though no email is sent.
    • Ensures consistent UX while maintaining security.
  • Message displayed:

“An email has been sent to 'your-email@example.com' with instructions to reset your password. Simply click the link in the email to proceed! If you don’t see the email, please double-check your email address.”

👔 CRM Profile Update

  • New Field Added
    • Job Title field added to Profile tab in CRM (right of Company field).
    • Accepts up to 150 characters, optional.

  • Export Enhancement

    • Job Title included in CRM Contacts export (Column AW), positioned between Company and Website URL.

     

12.11.25 Release | Feature Enhancements

1. Rename Documents from Cap Table

  • Added Rename option in document dropdown at Project, Entity, and Class levels.
  • Rename modal pre-fills current name; updates name on save.
  • Toast messages confirm success or failure.
  • Renamed name reflects across Admin Portal, Investor Dashboard, CRM, and downloads.
  • File type cannot be changed.

2. Edit Document Status

  • New Edit Document Status option in investor dropdown (Cap Table & Contributions modal).
  • Modal includes:
    • Status dropdown (Completed, Sent, Other)
    • Other text field (up to 60 characters)
    • Date picker (defaults to today)
  • All fields required; Save enabled only when complete.
  • Updates status in Cap Table or Contributions modal.
  • No bulk action; only individual investments.

3. Activity Log for Document Status Edits

  • Document status changes logged in CRM Activity Log:
    • Contact column: Editor’s name (hyperlinked)
    • IMS ID & Investor External ID
    • Activity Description: Document Status Edited in <> / <>
    • Old Value & New Value columns show status + date
    • Modified By: Editor’s email
    • Activity Type: Investments (filterable).

4. View Associations for eSignature Templates

  • Added View Associations option under More Options for templates in Active and Archived tabs.
  • Popup shows: 
    • Associated Offerings
    • Associated eSignature Documents (Class :: Investor :: Status)
    • Associated eSignature on Demand batches
  • Includes statuses: Pending, Processing, Complete.

5. Nickname Field in CRM

  • Added Nickname field for: Self Directed IRA (below Legal Name)
  • Entity (below Executive Name)
  • Joint Account (below Joint Account Name)
  • Trust (next to Legal Name)
  • Nickname included in Export Contacts as Spreadsheet.

6. Investor Portal Design Enhancements

  • Display Graphic section moved above Investor Metrics.
  • Checkbox replaced with toggle: 
    • ON = show fields (Type, Title, As Of, By, Colors) + example graph
    • OFF = hide all fields and graph.

7. Custom Metrics Upload

  • After uploading custom metrics, UI should display all entered values (e.g., 2%, 4% and $10, $16).

 

 

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