We have released updates for IW Corporate Version with some bug fixes and deliver on some suggestions.
Date
Type
Client
Module
Description
16/10/2017
Suggestion
Dhiren Dharamshi
Client
Goal Setting/Goal Portfolio
Add
STP Amount in Goal Report setting and Goal Portfolio also.
16/10/2017
Suggestion
Self
Birthday/Anniversary
Image
Provide
notification in Client Query, Client Portfolio, Portfolio Summary.on occasion
of Birthday and Anninversary of client
17/10/2017
Suggestion
Angel
NEW
API SMS
Add
New API, Provider : Bazaar SMS.
27/11/2017
Suggestion
Self
Dailyfeed/Tran
Edit
Now
we import Source field in Dailyfeed and show in transaction Edit Grid/Excel
also.
27/11/2017
Bug
Fix
Capital
Investment Services
Birthday
List
Birthday
List, Null value bug handled in data view.
26/11/2017
Bug
Fix
Madhuvan
Securities
Potential
SIP/STP/SWP
Excel
Export now has RM,SB column
25/11/2017
Suggestion
Sapient
SIP
Compare/SIP Modification/SIP Calendar
SIP
Modification/SIP Compare/SIP Calendar, Make Max size as possile.
12/10/2017
Bug
Fix
Care
Wealth
Bank
Master
Bank
Enter Error, When enter incorrect MICR/IFSC then give Error
11/10/2017
Suggestion
Naik
W
Client
Watch - MIS Menu
We
have added column for PAN in Client watch list.
13/10/2017
Suggestion
Vijaye Bawri
Portfolio
Summary
Portfolio
Summary - give Mark All and Unmark All Option in Advance Filter as like
Client Portfolio
24/11/2017
Bug
Fix
Vineet
CAS
Import
Error
in SWO Entry,We fixed this entry, you may just delete old data and import
file again.
24/11/2017
Bug
Fix
Vijay
Bawri
Purchase
Entry- SIP
SIP
Manual Entry Error, Day name showed incorrectly in grid, now we have fixed
it.
13/10/2017
Suggestion
Self
Printwell
Printwell
-
1- FATCA Gender also Sync in Printwell
2- Second/Third Applicant DOB auto Select
3- SIP PayMode Amount, Give in Words
4- SIP End Date Should be limit as 2099
5- Actual SIP Start Date and End Date Feilds open
24/07/2017
Suggestion
MileStone
In
Top Schemes (SIP Return)
a. We can hide Direct Schemes
b. We can filter AUM by Scheme
Anuj Jain
Hi,
We have released updates for IW Corporate Version with some bug fixes and deliver on some suggestions.
1- FATCA Gender also Sync in Printwell
2- Second/Third Applicant DOB auto Select
3- SIP PayMode Amount, Give in Words
4- SIP End Date Should be limit as 2099
5- Actual SIP Start Date and End Date Feilds open
a. We can hide Direct Schemes
b. We can filter AUM by Scheme
Regards
Team InvestWell