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