Enrollments Table#

The Table: Enrollments table provides a comprehensive overview of the Enrollment Statuses of each Item: Investor in the system.

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Offering, Enrollments, Enrollments Table, Columns Explained#

Columns: Enrollments Table#

The Column: Columns for the Table: Enrollments table can be found at the top of the table:

../../../_images/Offering_Enrollments_columns-explained.jpg

Offering, Enrollments, Enrollments Table, Columns#

The Table: Enrollments table will have the following columns:

  • Column: Account ID

  • Column: Investor

  • Column: Monthly Whiteboard

  • Column: Heading for Whiteboard

  • Column: A2P Processing

  • Column: Avoiding Share Resource

  • Column: Investment Amount

  • Column: Shares

  • Column: Hold Investment/Cashout

  • Column: Status

Available Enrollment Statuses#

The Table: Enrollments table allowws you view any Option: Investors with the following status:

  • Option: All

  • Option: Test Account

  • Option: Active

  • Option: In Process

  • Option: Stop Investment

  • Option: Cashout

  • Item: ACH FailedACH Failed

  • Holding (both Green Option: Elgible and Item: Not EligibleNot Eligible)

  • Option: Admin Stop