Manage the individuals table

From the “Individuals” tab you can create, view and access the different individuals you created.

The Individuals tab is divided into 3 sections: 

• The top section, where the “Non-managed individuals” and “Create a new individual” buttons are found
• The indicators (total number of individuals, average seniority, gender distribution) 
• The individuals table

In this article, you will learn how to manage your individuals table.

• The table’s header
• The Individuals list

The table’s header

The “Options” button 

From the “Options” button, you will be able to customize the display of your table, filter it, and even save multiple custom views. Add filters based on the fields that exist in your portal (both default fields and custom fields). Add as many filters as you want. 

Choose which columns you want to see displayed on the table.  

The first name, last name and birthdate columns are visible by default. You can delete or add as many columns as you wish, changing the displayed order by drag and dropping them. 

Click on the “Manage fields to display” field and search for the name of the column to add. Click on the cross to remove a selected column. 

The “Select columns for search” field allows you to manually narrow or broaden the focus of the “Quick search” bar, by handpicking the columns where the search will be performed.  

Once you are satisfied with the display, do not hesitate to save it. . To do this, click on “Save view”. You will be able to assign a title to your view, set it as the default view for your table, and even share it with your colleagues by setting it as public. Click on “Confirm” to save the view, and choose to notify the users or teams that may be concerned by this table layout. 

You can reset your filters and options at any time by clicking on the “Reset all” button at the top of the “Options” window. This will restore the table to its default state. 

The “Views” button  

With this button, you will be able to find all your saved views and the views shared by other users. 

The “My views” section will allow you to quickly recall all your saved views. You will also be able to edit or delete any of them. 

The “Public views” section will allow you to select views created by other users that have chosen to share them by making them public. Click on the one you wish to use, and your table layout will change accordingly.

The “Export” button 

This button will allow you to export your companies list. This feature will generate an Excel file with the same layout and data as the table displayed in the platform.

You can use the previously explained “Options” section to narrow or broaden the scope of the table so that the exported file will contain the exact information you need. 

The “Generate profile” button  

This feature will allow you to generate a document containing the selected individuals’ information. 

Select the individuals you want to generate a profile of, click on “Generate profile” and choose the information to include in the resulting document.

You can use the “Consultation date” field to get a snapshot of the selected individuals at a specific past date. Provided the individual data has been historized correctly, this feature can provide you with an easy way to reliably reconstruct your individuals’ evolution.

You can select the format in which you wish to receive the document: pdf, doc or docx. 

You can choose what information to showcase in the document: 

• Holdings 
• Owned mandates  
• Representations 

Tick or untick the boxes, and once your selection is made, click on “Confirm”. 

Please note that in case of a multiple selection, a ZIP folder containing one document per selected individual will be downloaded. 

The “Edit” button

The “Edit” button will allow you to edit standard and custom fields for the selected individuals in bulk.

Select the individuals you wish to edit.
 Note that, if you click on edit without selecting any individual, the changes will be applied to every individual in the list.

When editing, enter the new information in the fields of your choice and click on “Confirm”.

Please note that, once confirmed, the changes made using this feature cannot be reversed.

The Individuals list

Every individual you create is added to this table.

From here, multiple actions are possible for each individual. Find these actions on the right of every individual in the list.

Let’s look at the icons from right to left:

• Delete

Click on this icon to delete the individual from the list. An individual with shares, mandates or any other type of managed data linked to them cannot be deleted. Please ensure to remove these links beforehand.

Note that this action cannot be reversed.

• Set end management date

Click on this icon to set an end date for the individual.

Select the end date and use the “Transaction type” field to specify the reason leading to the management end of the individual.

Add comments if needed.

Once the end date is passed, the individual will be moved to the “Non-managed individuals” section. You can find this section in the top-right corner of the page.

You can move an individual from the “Non-managed individuals” section, back to the “Managed individuals”, by simply changing or removing its end date.

Adding an end date to an individual will:

• Create an automatic transaction to bring the number of shares assigned to the individual down to 0. The individual’s shares are now considered “Unassigned” in the company that issued them.
• Any mandates that are held or represented by the individual as of the end date will be automatically terminated on this date.

Note: The end management date must be later than the date of any past operations and mandates that have been entered.
 

Attention: If you have accidentally added an end date to an individual, removing the end date does not automatically cancel the effects mentioned above.
To do that, after removing the end date from the individual:

• Delete the end date transactions for the individual from the Ownership > Ownership Transactions menu
• For any mandates, you must manually remove the End Date using the Update Mandate End Date   button

• Edit individual

Click on this icon to access the individual’s modification form.

From this page, you will be able to change the selected individual’s information, such as its general information and address. You can also add a picture or edit the extra information.