List View

The default view of the Investors window is the List view.  The following details pertaining to deals are visible in List View:

• Investor Code
• Investor Name
• Investor ID
• Investor Type
• Investor Country

An AIF user can perform the following actions in list view:-

1. Edit the Investors information.

2. Searching investors information

• Search: Click on Search icon to search a specific investor.
• Advanced Search: Click on Advanced Search icon to search a specific investor using advanced search options.

3. To filter the investors based on certain parameters, click on the Filter icon and define the custom view.