No. Syndelo has no button to delete or merge an investor. Investor records hold investment, payment, tax, and audit history, so they are kept.
Stop working with an investor
- Open the investor from Investors.
- Click the pencil next to Relationship Status and choose Inactive.
- Optionally add a tag like "Do not contact." See How Do I Tag Investors?
Then filter them out of your views using Status.
Stop emailing an investor
Add their address to the Do-Not-Email List in Settings under Email & Mailboxes. Campaigns skip that address. See How Do I Connect My Mailbox and Log Emails?
Handle a duplicate
- Decide which record to keep, usually the one with investments or a portal login.
- Copy any notes or details you need to the record you keep.
- Set the other record's Relationship Status to Inactive and tag it, for example "Duplicate."
Good to know
- Setting an investor to Inactive does not remove their portal login, accounts, or documents.
- To remove someone's access to an account, change it under Investor Account Access in Settings under Team.
- To keep a copy, use Export Investor from the row's Actions menu.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo