How to Delete Categories
Categories help organize documents within the VDR/Portal, making it easier for GPs and LPs to find the information they need quickly. Occasionally, a category may be created in error or is no longer needed. Pre-Requisite: Delete Category Directly from the Document: Delete category from the ‘Documents’ tab:
How to Use the Global Search Bar
The Global Search Bar is one of the most useful features in the CRM, allowing you to quickly find records, files, dashboards, or even setup items across your entire org. Whether you’re tracking down a contact, checking an opportunity, or navigating to a report, Global Search saves time and keeps you productive. Where to Find […]
How to Assign a Permission Set
Permission Sets are a way to extend users’ access without changing their profiles. For example, you can expand access to custom objects, system permissions, and apps via Permission Sets. Pre-Requisite: Steps: Permission Set Summary On the Permission Set’s page, you can use the ‘View Summary’ button next to Manage Assignments to review what permissions are […]
How to Add Related Lists to the Page Layout and Lightning Record Page in the CRM
Related Lists are one of the most powerful features in the CRM. They give users quick visibility into connected records—such as Contacts linked to an Account, or Fundraising Opportunities tied to an Entity—without having to run a separate search. To make them available to your users, you’ll need to configure both the Page Layout and […]
How to Update Email Address in the VDR/Portal (Admins)
If an Admin needs to update your email address in the portal, log in to your user account and follow the steps below. Steps:
How to Configure the Request Form in the VDR/Portal and CRM
The Form Widget brings a simple yet powerful way for General Partners to capture investor inquiries, requests, and feedback directly from Limited Partners and contacts through the widget in the VDR/Portal landing page (if enabled). Submissions flow straight into your CRM, automatically linking to existing investor records or creating new ones to ensure no interaction […]
How to Update an Investor Contact’s Email Address
VDR/Portal users can update their information, such as email, name, and company, in their Account Settings. Admins will be notified by email (if selected to receive) and within the VDR/Portal Command Center that a user has made an update to their email address and directed to make updates within the CRM. Pre-requisite: Steps:
How to Create Merge Tags in IC Doc Gen & Distribution
Merge tags, also known as merge fields or merge variables, are placeholders used in document creation and email marketing to personalize content for individual recipients. They are typically enclosed within special characters or brackets, such as {{ }}, and are replaced with specific data when the document or email is generated or sent. Merge tags […]
How to Create a Duplicate Account or Contact Report
Creating a duplicate report can help you discover duplicate records in the CRM based on pre-defined matching criteria, such as exact email matching or similar contact/account name matching. This guide will help you create a new duplicate report type as well as create a custom report to surface these instances and compare them appropriately. Pre-requisite: […]
How to Use the VDR/Portal Command Center
The VDR/Portal Command Center provides users with comprehensive tools to manage user access, remove users, and monitor activity within the Workspaces directly in the CRM. Pre-requisites: Command Center Functionality: Managing Password Resets: Filtering the Command Center by Workspace: Bulk Editing Contacts: Note: You cannot use Bulk Actions when Status is set to ‘All’. You must […]
