Editing an item type

Find an item type on the Investment Types tab of the Types Setup tab, make the changes that need to be made, and then click Save Save.

To edit an item type

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the Types Setup tab.
  4. Select the Investment Types tab.
  5. Make your changes.
  6. Click Save Save.