Investor Information

This tab contains the primary details pertaining to an investor at the time of creation. It has four panels which have been described below with their fields.

1. Investor Summary

This panel allows you to capture the basic details of an investor.

In the above panel, the following are system-generated fields:

• Investor Code
• Assigned To
• Created Time
• Modified Time

The system will auto-fill these details based on your login details and time.

2. Address Information

This panel allows you to add any investor-related comments which can be viewed by all team members at any given time.

Once you have added a comment, it cannot be deleted. It is always displayed in the Comments section. You can also apply the Show filter to see relevant comments.