✨ All accounts on your registry will now be linked to its very own contact. This means that you can enrich and organise your registry data like you would with your contacts.
What's happening?
As of 5th March 2025, every shareholding account on your registry will now have a corresponding contact, even if no email is available.
This means that you no longer need to consider your registry accounts separately, all relevant information should now be included in your contacts.
We've made this change to simplify your CRM experience by having all your information in one place, under Contacts. This also gives you the power to organise your shareholding accounts as you would your contacts.
What can I do?
1. Filter your contacts by registry information.
We've added all our Shareholder filters as contact-level filters. This means you can sort through your shareholding accounts on contacts.
The important distinction is that these filters apply on the shareholder-level, not the the account-level. If a contact has multiple registry accounts linked, the filters will be applied based on their aggregate.
For example, "Holding size" will look at the sum of their total holdings, while "Holding length" will look at the time held since the oldest linked account.
💡 Quickly look at only emailable contacts or those linked to your registry by filtering for "email availability" or if they have any linked "registry account".
2. Enrich your registry accounts
Add more colour to your registry accounts by adding a Note, or add details about an email, meeting or call you've had with a shareholder.
Keep track of all their details in one convenient place.
3. Organise your shareholders
Leverage our Tags and Segments feature to label and organise or your shareholders. You can group shareholders based on affiliation or label them based on their trading activity or intent.
💡 Don't worry about non-emailable contacts cluttering the Segments and Tags you use as email lists, we will automatically filter them out at time of sending.