InvestWell Helpdesk
Welcome
Login
Sign up
Home
Solutions
Forums
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
0124-4707474
Start a new topic
Discussions
Investwell Mint
Feature Requests
Implemented
GoalPlanner GoalSetup Need Date instead of only year (yyyy)
G
GB FINANCIAL SERVICES
started a topic
about 4 years ago
Goal Planner:
Module: Goal Maker:
Target year has been provided as an Input field.
And in "Map Asset" section" date is printed. i.e. default date is 1st Jan and then year.
Issue:
It create calculation difference, that we talked with client and what it shows in IW.
Suggestion: in "Goal Maker" section
1. Either you provide exact date i.e. dd-mm-yyyy as Target goal date
2. Or "Number of year" i.e. years in hand
So that our target for SIPs / Lump-sum will match
2020-11-26_G...
(58.6 KB)
2020-11-26_G...
(140 KB)
2 people like this idea
Login
or
Signup
to post a comment
More topics in
Feature Requests
Task Manager - Recurring tasks
Suggestion: Family Head field selection in Client Edit
Suggestion- option of Email in action tab of task
Feature(Mint software) to Enter Inflation Rate depending on type of Financial Goal(All goals cant have same inflation rate)
Pop Up Generator
Client search option in Task Manager
Value addition in Capital Gain reports
Suggestion for a change during login
suggestion for a update while posting STP transaction
Health Insurance Renewal Email edit
See all 152 topics
GB FINANCIAL SERVICES
2 people like this idea