Adding an item view

Add a new item view. Once added, item views will be available when you set views using the Investment Types tab in the Types Setup tab.

To add an item view

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the View Management tab.
  4. Select the Investment Views tab.
  5. Click New New.
  6. Enter a name, a description, and choose an icon.
  7. Click Save Save.