InvestNext

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

How do I see when Contacts were created?

Steps for deleting a contact from your CRM.

How to Delete A Contact

The article will walk through how to merge two or more investor contacts within your portal.

How To Merge Investor Contacts

This article walks through how sponsor admins/users can send password reset emails to their investors to assist with login issues.

How to Reset Investor Account Passwords

In this article we will outline how to edit details for an existing contact.

Edit Contact Details

This article describes how to invite a contact to the investor portal.

Invite Contacts to the Investor Portal

This article contains a step-by-step guide for creating a new Contact filter

User-Created Filters: Create a New Contact Filter

How to check if investors have linked their bank accounts on the investor portal

(Duplicate - Unpublished and Deleting) Checking To See If Investors Have Linked Banking Details On The Investor Portal

How to check your Contacts page for investors who have linked their bank accounts on the investor portal.

How to See if Investors Have Linked Banking Details on the Investor Portal (VIDEO)

This article contains a step-by-step guide for adding a tag to a contact.

Add a Tag to a Contact

Create a Contact and an Account (VIDEO)

This article is considered best practice when resolving a compromised investor account.

Investor's Identity Stolen or Compromised?

Contact Management

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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