Contact Display Columns

Overview

Customize your contacts landing page with configurable column headings to display the information that is most important to you! Choose from over a dozen unique values to create a display that provides relevant and easy to digest information for CRM contacts. Column headings are automatically saved and will display each time you land on the contacts page. When exporting CRM contacts, these new column values will be included in the excel file, providing Sponsors with additional valuable information.

Featuring:

New and improved display columns 

 

New Columns Include:

  • Active Investments: See investors with active investments and sort by dollar value
  • Responsible Party: Quickly see responsible parties on entities, trusts, or individuals
  • Investment Profiles: View investment profile count with a direct link to their connections profile
  • Profile ID: Organize and sort contacts by Investor ID number
  • Default Distribution Preference: View investor preferences relating to distributions

 

Bulk action exports now include new columns 

 

New Export Fields Include:

  • Connections with Role and Communication Preferences
  • Entity Type
  • Investment Details including Active Investments, Liquidated Investments, Relationship Value, and Investment Value

 

 

Stay tuned for additional enhancements coming to the CRM soon!

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