|
User interface language translations
- The user interface is changed based on the language they wish to view. The selection is saved on the user record and is maintained for future sessions.
- Initially Chinese Traditional, Japanese, Korean and Thai languages will be available for selection. Please speak to us to add additional languages.
|
|
API Enhancements
- Allow end users to filter records via the API: more details.
- ‘Date last updated’ field added to all objects which can also be filtered on.
|
|
HTML Data Type
- A new HTML data type is available for selection on the Fundipedia system when creating a new field.
- Users can enter basic HTML markup via a rich text editor.
|
|
Visible Fundipedia roadmap
- A new button will be visible to all users to make a new Fundipedia feature suggestion.
- Up-vote features under consideration and to help us decide what to work on next.
- See what features are actively being worked on and likely completion dates.
|
|
Report download fails when the casing of the field name and display name is the same but in a different case. |
|
Change events for populating a multi-lookup value does not generate the correct approval request. |
|
The link to share letter/share type from a share class record has been fixed. |
|
Entity lookup support added for Domicile field on share class. This will allow the correct information to be displayed in the page title breadcrumb. |
|
In circumstances where an optional relationship exists between entities (e.g. Umbrella and Fund), non-admin users do not get results returned where there is no parent – even if these users do have permission to the entity. The report builder has been improved so these records are returned for the user. |
|
An updated Fundipedia logo has been added to the system as well as some minor user interface enhancements. |