List View
The list view is the default view for investor module.
The investors will be displayed in a list. The following details pertaining to investors are visible in List View:
- Investor Code
- Investor Name
- Investor ID
- Investor Type
- Investor Country
To modify an investor, follow the below steps:
1. Click on Edit/Delete icons in the Actions Column to edit or delete an investor.
2. Click on actions on top of the list to perform the following operations:
- Delete: Click on Delete icon to delete individual deal or mass delete the investors.
- Edit: Click on Edit icon to edit individual deal or mass edit the investors.
- Search: Click on Search icon to search a specific investor.
- Advanced Search: Click on Advanced Search icon to search a specific investor using advanced search options.
3. To filter the investors based on certain parameters, click on the Filter icon and define the custom view.
