QRG – Creating Custom Investments – Modern UX 16.3
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 16.3 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.
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Content Type: QRG
Related Modules: Custom Investments
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