Display Tips for Members List

Our powerful list features enable you to filter and customize information included in the Members list. For example, the most powerful way to customize the Members list is to choose which columns display. To select which columns you want for the Members list, click the Columns dropdown.

Unselect any columns you do not want displayed and select those you do want to see in the data list. Click Apply and your changes display.

Once you add and remove the columns you need, you can:

Once you get the columns customized to your needs, the application remembers your changes so you see the same view every time you access this list; however, if at any point you want to return the list view to the application’s default settings. Under the More button, click the Restore grid defaults.

List Pagination

If your list contains more than 100 members, we paginate the records for you. Use the page links on the top right and bottom right of the page to navigate.

Use Search

Quickly search for content included in the Members list. The search is based on displayed columns. Add all columns you need before you perform the search.

Members List Links

When you add and remove columns from the Members list, you may notice some columns contain hyperlinks.

All name hyperlinks open the individual's wealth and ratings record. To navigate back to the research list quickly, from the Wealth Summary tab, under Research details, click the research list name or click your browser's back button.

The hyperlinks that appear for Total confirmed assets and Total identified assets columns, open a wealth summary screen.

 

 

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