A list view for the Files feature that would show the files in a list with columns at least for:
1. The name of the file
2. The date of the file
3. The group, fund, or portfolio that the file is...
In the industry classification list, the "Other" industries are alphabetized among the other industries within the following sectors:
Consumer Products
Consumer Services
Energy and Utilities
Retail
S...
Addition of filters for the portfolios page to filter out pipelines/invest/funds. Also allow user the option to sort invest/fund portfolios at the top followed by pipelines rather than just A-Z and...
Users should be able to search groups of which they are a part in Universe, and pin favorite or most used groups to the top of their search list.
Additionally, users should be able to select which...
It would be great if when pressing the back button in my browser, the platform saved my location on the page and any parameters (filters, dropdowns, etc.) that I had previously selected. For example,...
It would be good to set the default view of a portfolio with the dates being sorted from Oldest to Newest (instead of having to switch the view every time).