QRG – Creating Custom Investment Types & Investments – Modern UX 16.0.3

QRG - Creating Custom Investment Types & Investments – Modern UX 16.0.3

This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investment Types in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document provides detail on how to create a Custom Investment Type and how to create Custom Investment records from the Grid View and the Board View.

Want access to our solutions?

Register for a free theBasiX™  account and upgrade to theWorX to gain access to all of the content available on RegoXchange™.

Download Details

RegoXchange Content ID: EX2283

Submission Date:

Submitter:

Content Type: QRG

Related Modules: Administrative Support

Company: Rego Consulting

Version Support

Versions Supported: 16.0+

Special Instructions

Special Instructions:

Related Products

You may also like…