We have added a new function in the Register of Members under the Register module that allows Administrators to view Share Allotment and Transfer details of a Shareholder's Current Holding.
To view Share Allotment or Transfer details under a Shareholder's Current Holding:
1) From the Register of Members, scroll to a Shareholder's Share Details column and click on Current Holdings.
2) In the Shareholder Details page, click on Current Holding v and a dropdown menu will show.
3) From the Current Holding dropdown menu, you may:
Select Shares Allotted / Transferred in to view the details of the shares allotted to or shares transferred to the Shareholder.
Select Shares Transferred Out to view the details of the shares transferred out from the Shareholder