Investments

The Section: Investments section provides a comprehensive view of all investments in the system.

Investments Homepage Location

To Find the Investments List Homepage:

1. Locate the primary sidenav to the left of the page.

   Don’t see the sidenav?

   See How to Toggle Primary Sidebar for more information.

2. Select the dropdown for the Navigation Category: Investment category.

   

   Investment Category, Primary Sidenav Location

3. Select Section: Investments from the dropdown.

Investments List Table Overview

The Table: Investments List table is what first appears on the homepage of the Section: Investments section.

Investment, Investments List Table

Table Columns

The Table: Investments List contains the following columns:

• Column: Investor Name - Name of the investor

• Column: CIT Corporation - Associated CIT Corporation

• Column: Status - Current investment status

• Column: Action - Available actions for the investment record

Using Investments Filters

The filter section at the top of the table allows you to search and filter investments by various criteria.

Filter by Status

To Filter by Status:

1. Locate the filter section at the top of the table.

   

   Investments Table Filter Section Highlighted

2. Click on the Item: Status dropdown to filter by status.

   

   Investments Status Dropdown Location

3. The status dropdown will expand, showing available status options:

   

   Investments Status Dropdown Expanded

Filter by Organization

To Filter by CIT Corporation:

1. Select the Item: CIT Corporation dropdown.

   

   CIT Corporation Dropdown Location

2. The dropdown will expand, showing available organization options:

   

   CIT Corporation Dropdown Expanded

Apply Filters

To Apply Your Selected Filters:

1. After selecting your filter criteria, click the search icon to apply filters.

   

   Search Icon Location

2. Your filtered results will appear in the table:

   

   Search Results

Viewing Investment Details

To view detailed information about a specific investment:

1. Locate the investment record in the table.

2. Click on the Column: Investor Name to view investor details.

   

   Investor Name Click Location

Note

Clicking on an investor’s name will navigate you to their detailed investor profile page.