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Investments

You can associate an investment scheme with a contact. The investment schemes set up in the system are listed in the Known Investments pane of the Company Details section of the Contacts screen.

To set up an investment scheme in the system, carry out these steps:

1. Open the Edit view in the left-hand pane.
2. Click Investments in the left-hand pane.
3. Click New.
4. Specify the investment scheme name.
5. Click Submit.

The new investment scheme will now be available for selection when you are setting up or editing a contact record.

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