Class of Investors

This panel allows you to create classes of investors and allow tagging multiple classes to a certain investor. To add class of investors, follow the below steps: 

1. Click on Add button in the top right corner of the panel.

2. The fields will be activated. Update the details and click check button () from Action column to save the details.

3. To edit class of investor details, click on the Edit icon () in the Actions column.  After making the changes, click on Check () button from Action column to save.

4. To view class of investors history, click on History button () in the Actions column. The Class of Investors History window is displayed which shows the latest changes to classes of investors.