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K1x Ideas
Status Ready to Plan
Categories K1 Aggregator
Created by Guest
Created on Jan 31, 2023

Edit "Select Transferee" list from Foreign Disclosure Forms

In an investment > Foreign Disclosure Forms > Add Transferee, the "Select Transferee" list is not able to be edited and is case sensitive. This means that it is easy to have duplicate transferees that should all be included as one. The problem is that once you add a transferee, it cannot be deleted. It would be nice to be able to pull a report, find your duplicate transferees, then delete them from the system.

Release Date Sep 19, 2024
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  • Guest
    May 23, 2023

    K1X is currently working to improve the usability and design of our K-1 products. Once that work is complete, we will be reviewing ideas such as this one to implement in that new experience.