Manage Records of Portfolio Company
List of operations you can perform on records in Portfolio Comapany module
- 1. Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria.
- 2. Search desired records.
- 3. Go to top left of the List view to perform following bulk operations
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- Click Delete button to delete selected record(s) in List view.
- Click Mass Edit button to edit selected record(s) in List view.
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4. Click Settings icon
at the top to perform following operations
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- Click Layout Editor to configure fields and customize the layout of fields.
- Click Workflow Listto view / create new workflows on Portfolio module.
- Click Tool Tip Management to manage tool tip information.
- Click Field Formulas to add custom equations to custom fields.
List of operations you can perform on detail view of Portfolio record
- 1. Click Edit to modify existing content.
- 3. Click Delete to delete the existing Portfolio record.
- 4. Click Duplicate to clone existing Portfolio record.
- 5. Click Add Document to attach a document to existing Portfolio record.
- 6. Click View History to to view history of changes made on Portfolio record.
- 7. Click Add Event to schedule a Call or Meeting and Select Add To Do to schedule a task.
- 8. Generate IRR report.
- 9. View Reports.