Investran - Business Events Items Missing Create Equity Pickup and Create Partner Transfer : Mayfield Fund

Investran - Business Events Items Missing Create Equity Pickup and Create Partner Transfer Print

Created by: Help Desk

Modified on: Mon, 25 Mar, 2024 at 10:58 AM

Description of the Issue:

Hi Team,

Mary Tadross (mtadross) used to have more options under Business Events. This is a screenshot of her instructions on how to complete a Partner transfer and where she could see Create Equity Pickup and Create Partner Transfer. Same is true for Emily Chu (echu0000). (FIX is further Down)

Checked today and these options are no longer there. This is a screenshot of what she sees today.

Based on this, it seems she ran this back in November. We need to find out what has changed that’s preventing her of being able to see these items and completed the transfer.

Server: PRDLIVESQL

Database: MFLPRD

The fix for this was to re-enable from VIEW BE TEMPLATES and set ACTIVE as shown Below.

Thanks,

Audel Barocio | IT Support | 650-233-5766

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Investran - Business Events Items Missing Create Equity Pickup and Create Partner Transfer Print

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