What's new?

Fund managers can now view an audit of all changes made to LP contacts.

What’s important about this change?

You now have full visibility into any changes made to your LPs contact information, including: 

• Who added each contact 
• When they were added  
• Any permission changes
• Who changed the permissions 

Plus, you can now easily see if a contact is associated with additional LPs in your firm or switch between fund commitments to view a contact audit across investments.

How does it work?

Select the entity, navigate to the Partners tab, then select Contacts. Find the contact you would like to audit, then click on the last updated date. 

You can now view who added the contact, when they were added, and more. Click the carrot drop down to view contact permissions.

Click the carrot drow down next to Show contact audit in fund commitment to view a contact audit across investments.

To view recent changes made to contacts, sort your contact list by clicking the Last updated column header.

How do I learn more or get help?

To learn more about LP Contact Audits, check out this support article or reach out to your Relationship Manager for a demo.