Portfolio custom fields

Activity Center > Portfolios

You can create any number of custom fields for your portfolios.

 

To create a custom field for portfolios:

 

1.

Log in as Administrator (or a user who has the ‘Manage Customers ’ permission). If you are already logged in, skip this step.

2.

Select Custom fields from User menu | Settings.

3.

Select Portfolio under 'Custom fields for'.

4.

Fill out the form.

5.

Click 'Add'.

6.

Repeat steps 4 to 5 to add more custom fields.

 

 

Example:

You may want to be able to assign a portfolio its internal number in your accountancy system.

Solution : Create a custom field: Internal number.

 

 

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