Siebel Finance Guide > Managing Companies >
Displaying Lists of Investor Transactions or Holdings (End User)
End users can view lists of transactions associated with an investor. To display a list of transactions by investor
- Navigate to the Companies screen > Companies List view.
- In the Companies list, drill down on the investor for which you want to display transactions.
- Click the Investor Profile view tab.
- Scroll down to the All Transactions as Investor list to review the transaction history.
To display a list of holdings by investor
- Navigate to the Companies screen > Companies List view.
- In the Companies list, drill down on the investor for which you want to display holdings.
- Click the External Holdings view tab.
End users can also enter holdings information in the External Holdings view.
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