amendment date field
I know we have a created date field for when a fund agreement is established. But it would be NICE to have an amended date field. Some of our funds agreements have been amended as the years have gone on and it would be easier to keep track of. Currently, we are using notes to keep track of this, but it would be easier to have an actual field when creating/editing the fund.
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I am wondering if a fund custom field might help you in this situation.
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Todd Jacobs commented
When managing literally hundreds of funds, this functionality would be tremendously valuable.
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Mandy Hicks commented
I think that this would be a great idea and maybe it can simply be a "last amended date" to at least track the most recent update.
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Christy commented
After thinking more on this, I don't know if creating a data field is the best way. Some of our fund agreements have more than one amendment to the fund. So not sure what is the best way to track these.