January 25, 2019 Release

Commitments and Capital Calls

IMS now has the ability to create Commitments and Capital Calls for projects. This includes sending investors/contacts automated emails for executing commitments and capital calls. IMS will reflect instant updates as commitments are made. It also has the ability to track and monitor when payments are sent via wire or check through the Transaction tab. For more information on this, see our Help Center.

Automated Email Metrics

IMS has included system automated emails in our Email tab which includes the ability to view open, click, bounce metrics, and more.


Additional Items

  • Investment Wizard now supports cents rather than only whole dollars
  • Various text changes and usability enhancements

 

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