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How do I see when Contacts were created?

This video will show you how to add a column to view the date a contact was created in the InvestNext portal

Updated this week

Step-by-Step Instructions:

Step 1. Navigate to the Contacts tab

Step 2. Click Edit Columns

Step 3. Check off Created

You'll now have a column displaying the date each Contact was created. There are
Navigate to the Contacts section of InvestNext, once there, click on the Filter button in the upper-right portion of the screen. The ability to Edit Columns will now show up on the far right, click Edit Columns to search for the specific column that you want to add. Click on the desired column and it will now appear.

If you want to sort by ascending or descending, click on the header of the column and it will sort accordingly.

This video will show you all of these steps.

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