Feature Enhancements

1. Import Data – Back Button Consistency 

•  Standardized Back Button Text: Updated inconsistent hover text (“Back to Distribution Upload”) across Single Batch Distribution and Base Points to “Back to Import Data.” 
• Unified Back Button Placement: Projects and CRM Contacts now use the same Back button placement beside the Import Data header, aligned with all other import types. 
• Navigation Fix: Ensured Back button consistently returns users to Import Data

2. Primary Phone Number Added to CRM Contacts Export

We have enhanced the CRM Contacts export to include additional phone-related details, enabling sponsors and admins to more effectively use primary contact numbers for communication.

What’s New:

Two new columns have been added to the CRM Contacts export: 

• Primary Phone Type
• Primary Phone Number

These columns appear between: 

• Primary Relationship Manager Type
• (Mobile) Phone Number

The Primary Phone Number field is now populated with the value selected as the primary phone within each contact record.

User Impact:

Admins navigating to the Exports → CRM Contacts section will now receive the usual export notification, and the downloaded file will include the new primary phone details for improved communication workflows.

3. Performance Improvements on Investor Portal Design page

We have optimized the performance of the Investor Settings → Investor Portal Design page to ensure a smoother and faster admin experience.

What’s Improved:

• The Investor Portal Design page now loads significantly faster for users with access to Investor Settings.
• Final page load time target will be documented once performance benchmarks are validated (TBD).

User Impact:

Admins accessing Investor Settings will now experience improved responsiveness when navigating to Investor Portal Design, reducing wait time and enhancing overall usability.

4. Ability to View eSignature on Demand Associations When Deleting Templates

We have improved the delete confirmation experience for eSignature Templates by surfacing associated eSignature on Demand batches before deletion. This enhancement applies to both Active and Archived tabs to ensure clarity and prevent accidental deletion of templates still in use.

What’s New:

• When viewing more options next to any eSignature Template (in both Active and Archived tabs), the Delete option remains available.
• Upon selecting Delete, the confirmation modal has been enhanced to display: 
  • Existing template deletion information
  • A new section listing all associated eSignature on Demand batches
  • Text included: 
    “This template is associated to the following eSignature on Demand:” 
    followed by the Batch Name(s)
• This ensures admins are fully aware of active associations before deleting a template.

User Experience Improvements:

• Applies consistently across: 
  • DOCUMENTS → ESIGNATURE TEMPLATES → Active tab
  • DOCUMENTS → ESIGNATURE TEMPLATES → Archived tab
• After closing the modal, users are returned to the same tab (Active or Archived) to maintain context.
• Helps prevent accidental disruptions to eSignature workflows by clearly surfacing dependent batch associations.

5. UI Enhancement: Aligned Checkboxes in Segment Details

We have updated the layout of the Edit Segment Details page within CRM Segments to improve readability and visual consistency.

What’s Updated:

• In the grey Contacts pane, the headers ‘Exclude’ and ‘Contacts (x)’ have been repositioned: 
  • ‘Exclude’ now appears on the left
  • ‘Contacts (x)’ now appears on the right
• The search icon is now correctly aligned to the right of ‘Contacts (x)’
• The checkboxes under ‘Exclude’ have been realigned and stacked vertically, ensuring each checkbox appears directly to the left of the corresponding contact name
• The updated layout now matches the provided mockup
• No functional behavior was changed—this update is UIonly

User Impact:

Admins navigating to CRM → Segments and selecting Add Segment or opening an existing segment will experience a cleaner and more intuitive interface when managing contact exclusions.

6. New Commitment Association Columns Added to Capital Calls Export

We have extended the Capital Calls export to include information about whether each capital call is associated with a commitment, providing greater clarity and reporting value for users.

What’s New:

• Two new columns have been added to the Capital Calls export: 
  • Column T: Associated Commitment?
  • Column U: Associated Commitment Name
• When a capital call is linked to a commitment: 
  • The value “Yes” will appear under Associated Commitment?
  • The corresponding commitment name will appear under Associated Commitment Name

User Impact:

Users with access to Exports can navigate to Exports → Capital Calls, download the file, and now benefit from clear, structured visibility into commitment associations directly within the exported dataset.

7. Add ‘Goal Amount’ Column to Entity‑Level Cap Table Export

The Entity level Cap Table export now includes a new ‘Goal Amount’ column. When exporting from the Entity Details page:

• A new column ‘Goal Amount’ appears between ‘Class’ and ‘Investors’
• ‘Goal Amount’ is now column C, and ‘Investors’ is shifted to column D
• The export displays the correct goal/target amount for each selected class

This enhancement provides clearer visibility into class level targets directly within the export.