More Information
This tab shows all-round view of relations of Portfolio module with other modules. You can keep track of following details in Portfolio module
| Activities | To view or create Events and To-dos on a Portfolio Company record |
| Emails | To view the Emails sent to Portfolio Company record |
| Activity History | To view all Events and To-dos that are completed or status changed as held |
| Documents | To view the Documents related to the Portfolio Company record |