Investment

The Section: Investments section covers everything listed in the Table of Contents below:

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.

   

   Investment, Investments, Primary Sidenav Location

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

Using Investments Filters

To Filter Investments:

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

   

   Investments Table Filter Section Highlighted

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

   

   Investments Status Dropdown Location

   The status dropdown will expand, showing available status options:

   

   Investments Status Dropdown Expanded

3. Select the organization dropdown (e.g., CIT Corporation).

   

   CIT Corporation Dropdown Location

   The dropdown will expand, showing available organization options:

   

   CIT Corporation Dropdown Expanded

4. Click the search icon to apply filters.

   

   Search Icon Location

   Your filtered results will appear:

   

   Search Results