Advisors

Advisors panel captures details of advisor members associated with the investor. The details included are:

• Name: Name of the member from the Contacts Module.
• Role: Role of the member which includes Director, Lawyer, Accountant, Other, and Intermediary.
• Designation: Designation of the member.
• Email: Email of the member. This field will automatically be populated from Contacts Module.
• Phone: Contact of the member. This field will automatically be populated from Contacts Module.

To modify advisor details, follow the below steps:

1. Click on the Add Member button in the top right corner.

2. The field will be activated. Click on Search () icon to add an existing contact.

The Contacts window is displayed. Search for the contact name. Select the filter on the top left corner. Search results are displayed. Click on a Contact Name to add them as a member.

3. Update the details and click the Check  button from Actions column to save. 

4. To edit a team member’s details, click on the Edit icon () in the Actions column.  Update the details and click on Check () button to save.

5. To delete a team member’s details, click on the Delete icon () in the Actions column. The delete window is displayed. Click OK to delete the member details.