Skip to main content

Add a portfolio

  1. Go to the Overview, select the customer that this new portfolio belongs from drop-down menu.

    (if you select the customer first, the portfolio is directly linked to the correct customer. )

  2. Select “New portfolio“ in “New“ drop down menu (top left corner).

  3. Enter the required information and save.

    You can read the fields descriptions in the Portfolio window section of the FA Back reference.

  4. Save the portfolio.