Profiles

You can add tabs and data fields to the Contact window, Portfolio window and Security window in FA Back by creating a custom profile. This can be useful, for example, if you need extra fields to store your client's Know-Your-Client (KYC) data in addition to FA's standard data fields. The benefit of storing data in a profile compared to saving it as a document is that you can use profile data with the FA features like FA Back views, groups, limited visibility, import and export. For more detailed description, see Custom fields for contacts, portfolios, and securities in FA Back reference.

Profiles are constructed with Vaadin design layouts and components. You can find more details about Vaadin designs on the Vaadin site.

To get started with the profiles, see the Set up a simple profile.