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?