Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
There should be an ability to filter in the Manage Investments view based on Tags, Entity Type, Status,etc. You can sort the investments but not filter. |
How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes. |
Better understanding of where items stand for users with large volumes of K-1s |
Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information. |
Users with large amounts of K-1s in an instance. |
How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea. |
Adding a filter function in addition to the already existing sort. |
Thanks for bringing this up! If you click the down arrow next to the search bar on the Manage Investments page, it opens the advanced search and filter options which include all the criteria you've mentioned. Selecting tags, statuses, etc. from the list and hitting Search will filter the investment list!