Investor Export/Import Workflow

Need additional enhancements to the investor export and import workflow in order to make working with investors in projects more efficient:

• Bulk delete option on the Project > Project Investors page

• Ability to delete investors that are linked to entities

  • Deleting an investor should delete the links as well

• Ability to match imported investors to existing investors and update

• Formatting for the partner number on the investor export prevents accurately sorting by partner number