Using Enrollments Search

This section covers how search for Investors in the Table: Enrollments table works and what the options are.

Using Filters for Enrollments Table

See Using Enrollments Filters for more information.

Possible Search Options: Enrollments Table

You can search for for names that would be in the Item: Investor column.

Offering, Enrollments, Search Column Highlighted

How To: Search for Investors

To Search for Investors:

1. Place your cursor in the search bar.

   

   Offering, Enrollments, Search Bar Location

2. Type the name of the Item: Investor to see their Option: Status and overview.

   Search Results Automatically Populate

   When you type in the search bar, the search results will automatically populate.

   

   Offering, Enrollments, Search Example, Name in Field

3. Action: Click the Item: Investor to view their Investor Details.