List of operations you can perform on records in Investor module

1. Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria.

2. Search desired records.

3. Go to top left of the List view to perform following bulk operations

Click Delete button to delete selected record(s) in List view.

Click Mass Edit button to edit selected record(s) in List view.

4. Click Settings icon

at the top to perform following operations

Click Layout Editor to configure fields and customize the layout of fields.

Click Workflow List to view / create new workflows on Investor module.

Click Tool Tip Management to manage tool tip information.

Click Field Formulas to add custom equations to custom fields.

List of operations you can perform on detail view of Investor record

1. Click Edit to modify existing content.

3. Click Delete to delete the existing Investor record.

4. Click Duplicate to clone existing Investor record.

5. Click Add Document to attach a document to existing Investor record.

6. Click View History to to view history of changes made on Investor record.

7. Click Add Event to schedule a Call or Meeting and Select Add To Do to schedule a task.

8. View Reports.

CRM