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Why are we using CAMELS ShareholderLink (CSL)?

by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS ShareholderLink

CSL is a new investor/shareholder identification and management tool that increases the liquidity of your company’s stock, re-invents your shareholder base, supports capital offerings, drives greater organic growth, provides an internal trade desk, and provides direct...

How to Get Started Using CAMELS ShareholderLink (“CSL”)?

by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS ShareholderLink

How to quickly understand the navigation of CSL?  Where can I get ‘how to’ information from within CSL? Navigation of CSL: Once you log-in to CSL your home page offers complete navigation information. Understanding Home Page Navigation/Top Page Menu Bar: Your Home...

Entering My First Investor or Existing Shareholder into CSL ?

by Ed Schmidt | Mar 15, 2015 | FAQ CAMELS ShareholderLink

Identifying New Investors or existing shareholders who want to purchase more stock is key to remaining an independent bank. How do I start the Identification Process? CSL guides you through the process of identifying and capturing new investors many of which will come...

How To Place CBL Appointments Into Your Outlook Calendar

by Ed Schmidt | Sep 29, 2015 | FAQ CAMELS ShareholderLink

Placing your CBL Appointments and Tasks that you created in CBL immediately into your Outlook Calendar is a simple process requiring only a few clicks of your cursor. Once you have created and saved an Appointment or Task CBL generates an automated email sent directly...

How to Change/Reset Your Password in CAMELS ShareholderLink

by Ed Schmidt | Jun 9, 2015 | FAQ CAMELS ShareholderLink

If you need to reset or have forgotten your password follow these simple steps (note reference arrows). Please note in Step V you will need to go to your email inbox and retrieve the verification code sent by Microsoft ensuring that it is you that has requested a new...

How to EDIT content in CAMELS ShareholderLink?

by Ed Schmidt | Jun 9, 2015 | FAQ CAMELS ShareholderLink

Editing content within CSL can be accomplished by clicking on ‘Edits’ in the menu directory on the left side of the page. The process is intuitive with all changes saved automatically by clicking on ‘Stop Editing’ at the top of the page. How to Edit existing...
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