Edgefolio for Fund Managers
FundPortal's key features explained
60 articles
How does state persistence work?
How do I bulk import new records?
How do I copy, paste or export data?
How do I edit data directly in a table?
How do I filter data in a table?
How do I rearrange, hide, resize and pin columns?
What can I bulk edit? How do I paste in multiple values?
Full list of keyboard shortcuts
Status definitions in contacts
Using FundPortal permission levels
What's the difference between admin and Portal owner?
What do the Users' statuses mean?
User Communications - Messages
What happens when I choose a specific link to redirect my Prospects/Investors?
User Communications - Documents
Investor behaviour & analytics
Customising permission-level titles
Advanced Analytics
Granting access to your investor portal
Managing access requests
Revoking access to your investor portal
What does 'deferred' message in the analytics mean?
Why do some emails go my recipients' spam folder?
Security Notes on FundPortal Document Rooms
View our formulas and calculations
Some of my clients are associated with a company, but do not work for them, how do I assign this in the CRM?
Where is best to store contact profile details, for example, where you met this contact?
Confirming your accreditations
Is there a limit to the number of users per company?