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Index Column Settings

 

Within the Contacts List of the CRM, admins can update the Index Columns to display fields that make the most impact for your firm. Below is a list of all of the different options. 

To locate these settings. Select CRM in the top navigation panel. Select Contacts

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Select the Settings wheel in the upper right corner to reveal the available columns. By default, the following shown below with blue checkboxes are toggled "on." To adjust which columns are displayed, select the box to the left of each setting. 

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Name: First and last name listed on the CRM profile 

Email: Email address listed on the CRM profile 

Phone: The primary phone number listed on the CRM profile 

Active Investments: The total amount invested by the investment profile and any associated investment profiles in active projects 

Relationship Value: The total amount invested by the investment profile and any associated investment profiles in active and liquidated projects 

Direct Investments: Total investments that CRM profile has made 

Liquidated Investments: The total amount invested by the investment profile and any associated investment profiles in liquidated projects 

Profile Type: Investor type of the CRM profile 

Investment Profiles: Total number of profiles associated to the investor including additional investment entities 

Status: Status of Investor Portal invitation 

  • Waiting - investor invite has not ever been sent
  • Invited - invite was sent
  • Invited (expired) - invitation was sent password was never setup and expired after 7 business days
  • Accepted - investor created a password but never logged into their account
  • Active - investor created password and logged in

Login Count: Total number of times an investors has logged into the Investor Portal 

Role: Role selected for the profile type; Investor or Prospect 

Responsible Party: Contacts with access to the investor's profile through connections

Default Distribution Preference: Preference loaded in the Bank Account tab of the profile 

Profile ID: Investor Profile ID

Tax ID: encrypted SSN with only the last 4 digits showing 

 

 

 

 

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