Shareholders

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Overview

This interface helps you to see the full list of shareholders and the main information about them.

With the help of filters, you can find the necessary entry quicker.

The reports help to export the information in a more convenient view to conduct the necessary analysis.

Also, you can see the deleted shareholders and to display the last added on the top.

List description

• ID – the unique ID of shareholder
• Company – the name of the company
• Company Reg. Name – the registered company name
• Status – the shareholder’s condition 
• Compliance – the additional field with notes about compliance
• P.M. – the code of the broker
• Credit, D – the amount of credit days
• Credit, A – the credit amount 
• Cur – the default currency
• Office – the shareholder’s company
• CODE – the code for accounting purposes
• Country – the shareholder’s location country 
• City – the shareholder’s city
• E-mail – the shareholder’s e-mail
• Phone – the shareholder’s phone
• Created –  the date when the shareholder’s card was created
• External ID – the slx id
• Payment method – the type of payment

Manuals

How to create/delete shareholder

• Use buttons to create/delete shareholder

• The

  

  button to create shareholder
• The

  

   button to delete shareholder

Sorting and filtering

• Click the Filters button and select the necessary field to make the filtration

You have an opportunity to make the filtration by:

• • Status, Office, Types, By Company/Category, Country, State, Services, Categories, Types selectors
  • New on top and Deleted checkboxes
  • By the first letter of shareholder

• • Tick the Deleted checkbox to see the deleted shareholders

• • Tick the New on top button to display the last added shareholders on the top of the list

Permissions