Version Update 29th June '18 : InvestWell Helpdesk

A

started a topic over 6 years ago

Dear All,

We have made the following improvements to Investwell -

Type	Module	Description
Bug Fix	SIP Mining	SMS was not being saved as it was too long in length. Now SMS is saved.
Suggestion	Corporate Action	Shares Corporate action menu added in Shares menu.
Self	Corporate Action View	New screen Corporate action view for Scheme Merger
Bug Fix	Scheme merger	Merged the schemes transaction data as per SEBI detail
Self	Scheme Merger Duplicates delete	You can now remove duplicates created by Scheme Merger from Repair Database. It will work after Corporate Action for scheme merger is run.
Suggestion	Manage Client	Added a Service Relationship Manager field in the Client profile
Bug Fix	Insurance	Client and Group relation was not updated when forming a group. Now fixed
Suggestion	Insurance Portfolio	We have added General Insurance in Month wise premium table.
Suggestion	Top Scheme	We have removed sub-tabs under Hybrid tab, like Debt oriented, Equity oriented, MIP.
Bug Fix	Insurance Portfolio	When Group Leader opens insurance portfolio as an applicant, it used to show all client's data.
Bug Fix	Top Scheme - SIP Return	Getting error while exporting the Top Scheme(SIP Return) data export in excel. Fixed
Bug Fix	Scheme Maturity	We have given all schemes which have a maturity date or closed ended scheme so that user can remove and modify maturity date
Suggestion	Manual Transaction entry	In SIP, STP, SWP manual entry no need to enter installment no. You have to give Start and End Date.

Regards

Team Investwell

Z

said about 6 years ago

Please post Version update details actively. We have a new version dated 20th July 2018. What changes are made in this version?

A

said about 6 years ago

Yes, we will post them actively from now.

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