Contact Management
12 articles
How do I see when Contacts were created?
How to Delete A Contact
How To Merge Investor Contacts
How to Reset Investor Account Passwords
Edit Contact Details
Invite Contacts to the Investor Portal
User-Created Filters: Create a New Contact Filter
(Duplicate - Unpublished and Deleting) Checking To See If Investors Have Linked Banking Details On The Investor Portal
How to See if Investors Have Linked Banking Details on the Investor Portal (VIDEO)
Add a Tag to a Contact
Create a Contact and an Account (VIDEO)
Investor's Identity Stolen or Compromised?