Question/Request for navigation - For compact format, can I have the "deals" be shown instead of "backoffice"? I rarely use backoffice, and I'm using investor pipepline and deals a lot more frequently. At the moment, i need to click on expand to get to deal. - When i click on investor or deals pipeline, I do'nt want to go to dashboard. I want it to go the pipeline view right away. How do I do this? I don't find dashboard as helpful at the moment.
Hello, I'm looking to generate a capital account statement for an LP. When I select Statement Export, the dropdown for Capital Accounts shows duplicate names for each LP. I'm still able to get what I need, but it's just a bug I thought I'd bring to your attention. Best, Eric
Getting this error. Situation is - I sent my Q2 update newsletter. All was great. I clicked on "Deliveries" and then "edit e-mail templates" and then the newsletter updated to a draft version, which appears to also have been sent out. now it appears that I can't re-edit, see the content, or send to additional recipients
Hi, as for the public website - fully understand it is being retired from Decile Hub, however: 1. Could you please set it active for another few weeks so we can build and set the DNS correctly? 2. Unfortunately I don't have the backup of the final version of our website - would HIGHLY appreciate the opportunity to get the latest snapshot of it.
What is the different between Status and Stage for the investor commitments table?
Does the Status for a given Stage, that is, once it is closed for a given stage, the status will change to, say 'in progress' for the next stage, etc. Can someone please confirm?
Why can someone be in 'In progress' in a 'Declined' Stage?
Hello, I'm trying to print a capital account statement from inception, and instead of the header stating the date of fund inception, it states Jan 01, 1926. Appreciate your help in fixing this.
Hello, I'm running into an error using the Decile Hub REST API to automate importing contacts and pipeline prospects into my account.
Org and people creation are working fine via the API, but I'm getting a 403 Forbidden on all POST requests to /api/v1/pipeline_prospects. I checked my token's permissions array and it comes back as empty ([]), which I believe is why pipeline writes are blocked. Thanks!
Looks like something happened to the bank sync. Transactions don't appear to have been updated since April. Also, under Back Office->Investments - updates to valuations don't seem to be appearing.
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