QRG – Creating Custom Investment Types & Investments – Modern UX 16.0.2

QRG - Creating Custom Investment Types & Investments – Modern UX 16.0.2

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 16.0.2 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.

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RegoXchange Content ID: EX2244

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Content Type: Presentation

Related Modules: Administrative Support

Company: Rego Consulting

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Versions Supported: 16.0+

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