Investor Options

Investor Options is a drop down field that can be added to the search form which allows you to refine search results by a single or group of investors.

Once the field is available on the product search screen, users have the option to Search All Investors or Select From List

When “Select From List” is chosen, the screen will expand and an additional multi-select box will be available where one or more investors can be selected. To select more than one investor, hold down the CTRL key and click.

If you would like to save the selected investors for future searches, type a Template Name in the box provided and click the Save icon to the right of the Template Name box. The template name will then be added to the selection list. 

NOTE: Templates are saved at the user level.

To delete a template from the list, click the red X next to the drop down list.

For more information, contact your Client Services representative. 

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