• Need to auto assign RM role to users of an RM
• RM can see ‘interests’ under ‘offers’
• Bulk upload of int docs
• BUG - Bulk doc gen in allocations – secondary 38 – there were 8 allocations (5 unverified and 1 with a signed doc) – the UI showed doc “Generate All Docs completed for 8 records, with 5 errors. Errors will be sent via email” – however only 2 docs were generated (this is right) – got 2 error emails – 1 with 5 errors saying allocation is unverified and 1 with 1 error for signed document) – everything is right – just the UI should’ve showed 6 errors
• Need to update the bulk file with notes formatting and freezing headers – need to update data In bulk file of interests as it has names of sequoia, blume and accel
• Will need a search bar in interests (for company and RM)
• Need that button where we can see more than 10 interest on 1 page
• Sorting icons in grid
• Report where details are confirmed in KYC
• Report for changes across all int
• Need to auto assign RM role to users of an RM • RM can see ‘interests’ under ‘offers’
• Bulk upload of int docs • BUG - Bulk doc gen in allocations – secondary 38 – there were 8 allocations (5 unverified and 1 with a signed doc) – the UI showed doc “Generate All Docs completed for 8 records, with 5 errors. Errors will be sent via email” – however only 2 docs were generated (this is right) – got 2 error emails – 1 with 5 errors saying allocation is unverified and 1 with 1 error for signed document) – everything is right – just the UI should’ve showed 6 errors • Need to update the bulk file with notes formatting and freezing headers – need to update data In bulk file of interests as it has names of sequoia, blume and accel • Will need a search bar in interests (for company and RM) • Need that button where we can see more than 10 interest on 1 page • Sorting icons in grid • Report where details are confirmed in KYC • Report for changes across all int