Contacts
- Add a New Contact
- Allow Contact Submitted Profile Changes
- Assign a Contact to an Investor
- Delete a Contact
- Download a Report of All Contacts
- Edit Contact Details
- Functions: Actions
- Functions: Communications - Invite Contacts
- Functions: Permissions - Contacts
- Functions: Tags
- How to Assign Actions to the Investment Request Table
- How to Track the Status of Actions
- How To Use Manage Actions Button on the Contacts Page
- Invite New Contacts to Sign In
- Link Contacts to One or More Contacts
- Manage 2FA
- Merge Contacts
- Reset a Contact's Password
- Send Newsletters to Specific Contact Groups with Tags
- Stop Sending Communications to Specific Contacts