The Investments view allows you to quickly review all investment enquiries with the current status. The search filters enable you to quickly find and review the current status of the investments. Quick links enable the investment opportunity to be edited and updated, created from new and access the summary account of the investor. Quickly filter the investment opportunity using the 'Temperature' tag i.e. Hot or Cold etc.
- Click {Syndicates} < {Investments} to open the Investment view which lists all current investor activity based on the search criteria.
- Search - the search panel with filters opens automatically. To view investment select a filter option.
- Investment status - click to open the drop down box when in a grid view to only display those records with the status selected. ie if you choose Hot then only opportunities/leads tagged as hot will be displayed.
Note that a search term entry is required .
- [View Summary] - click to open the highlighted investment at the account Summary view.
- [Create New] - click to create a new syndicate opportunity.
- [Edit] - click edit to open the highlighted investment Edit view.
- [Delete] - to delete the current highlighted syndicate investment. Confirmation message ' The record will be PERMANENTLY deleted! Are you sure?'
- [Undelete] - depending on your user rights you may be able to undelete a record.
- [Refresh] - refresh screen after making changes.
- The Advanced Search Bar is automatically opens in the Syndicates Investments view. Close using the [Right Close Arrow] a grey icon to the left of the Search Panel header.
- Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The column which has been sorted will be marked with an arrow – up for ascending and down for descending.
- The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
- A drop-down box appears and the user can also choose to remove or add column headings to change the grid view.
- Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.
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