Funds Details Page: New Data Tabs

As of April 2025, all clients have been migrated to the new, standardized data tabs for Contributions, Distributions and Financials on the Fund Details Page, to streamline and simplify data uploads.

Benefits:

All three tabs - Contributions, Distributions and Financials - support both standard and configurable fields
Simplify addition and updates of fields
Alignment of Admin View data tabs and Investor View data tabs

Contributions tab will display contribution data only, all other investment fields will move over to Financial tab
Financials tab will display Commitments, Remaining Commitment and other investment fields
All configurable fields will move to the right of the standard tabs
All three data templates will now support standard columns, as well as configurable columns.
Investor ID are Partner ID will show in all data tabs for ease of reference

Before

After - Contribtuions Tab

After - Financials Tab