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Crowd Valley Release 5th September 2014

9/5/2014

 
A scheduled platform update has been completed on Crowd Valley Version 2 platforms. For a full list of updates, new and integrated features and bug fixes, please see the release notes in the post below (click "Read More").
Administrative features
  • Updates to the 'About' page allowing more freedom and flexibility to add your own headings and content to the platform's landing page
  • Added space in the footer area to display a legal disclaimer or regulatory notice
  • More flexibility in determining the required information from investors during the registration process. As a network admin user you can now specify that full registration requires a valid address, phone number, and/or Social Security Number
  • More control over managing funding rounds through the addition of a 'funding round is live' parameter on the funding round's page, which allows you to prevent investors from making an investment reservation until you confirm that the round is open
  • On Real Estate configurations network admin users can now add users to a property deal as advisors, so that they can support with assessing whether the deal is ready to be presented to investors 

Investor features
  • Added helper text to the 'edit profile' form to improve usability
  • Linked Payment accounts are now displayed in the user's 'Your Account' page
  • Added highlighting on buttons
  • Added a confirmation checkbox to a campaign's 'Reserve' page to confirm that investors understand the risks of making an investment before starting the investment process

Issuer features
  • Support for a workflow that allows issuers to propose a funding round in order to be signed off by the platform's admin team 
  • Support for issuers to submit updates about their company or funding round, which will be shown on their company's profile page
  • Added a 'Your Tasks' page for issuers to manage a task list in order to get their project to investment readiness in one configuration

Bug Fixes on Version 2 Platforms
  • Fixes to several color switcher settings
  • Fixed bug that caused incorrect formatting of 'date of birth' fields on some browsers
  • Fixed bug that the investment filters were not working correctly on one configuration
  • Social media presence and third-party website links now open in a new browser window instead of loading on top of the platform
  • Fixed bug where a PDF icon was appearing next to uploaded documents that were not of PDF file type
  • Several layout and text fixes on various configurations.

Support

You can now send an email directly to support@crowdvalley.com to create support ticket if you notice any issues with your live Crowd Valley site. You will then be able to track the progress of your request online using our support desk at http://crowdvalley.freshdesk.com/helpdesk

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