Portfolios Setup

Created by Maria Appelquist, Modified on Wed, 1 Oct at 3:29 PM by Teuvo Suoraniemi

In the portfolio setup you can do different setups regarding the portfolios, such as color , names, description and so on.


Settings/ Portfolios Setup


Sharing- by default the portfolios are shared with the roll Everyone, but it is possible to share a specific portfolio to a specific user or role. All roles and users can be delete except System Admin role that always will have access.


It is possible to add new portfolios, select name, description and color. With the arrows it is possible to select in which order they should be shown.


It is only possible to delete a portfolio if all the deals are moved to another portfolio.

Transactions - all transactions in the portfolio will be shown in ascending Global id order

Latest 200 Deals - latest 200 registered deals 

Deal Templates - Select which templates that should be shown in the portfolio.


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