Contact Details Page
The Contacts Details page allows you to access centralized information related to the investor and perform various functions. Navigate between the available tabs to view the available options:
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- Contact Details Page: Documents Tab
- Contact Details Page: Contributions Tab
- Contact Details Page: Distributions Tab
- Contact Details Page: Access Tab
- Contact Details Page: Financials Tab
- Contact Details Page: Actions Tab
- Contact Details Page: Overview Tab
- Contact Details Page: Tasks Tab
- Contact Details Page: Notes Tab