Publication date: February 21, 2023
Bulk import into custom fields
With CEPRES (5.37.0), CEPRES users can more easily upload custom data and bulk import from numerous mediums, including Excel.
Specific changes include:
Option to bulk import (by uploading Excel file) in inline edit mode
Option to download a template containing the inline edit custom fields values
Admin permission to allow / disallow bulk import option
Values will be imported only if no validation errors occur, which maximizes data integrity.
Upcoming additions to this feature include:
An option to review validation errors before committing values to database
Ability to skip domain validation (i.e. skipping adding new custom fields only if user is registered with data room creator company domain)
Analysis Builder
CEPRES 3.57.0 introduces more fields for users to use when creating analyses.
This update includes new fields as part of the deal and fund levels including:
Net and Gross figures at Fund level
PMEs
Value creation
Macro factors
