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CRM General
This category of articles relates to more general routines as well as release notes and a collection of videos.
CRM Deal Input
This category of articles describes deal input for different categories of instruments. We are currently updating these articles so we ask for your patience while we get them ready.
CRM Setup
This category deals with setup-related routines and static data entry.
Dynamic account coding
Modified on Mon, 20 Feb, 2023 at 2:28 PM by Erik Åkerlund
Portfolio codes
Accounting Instructions
Problems to log in or updating the application
Modified on Thu, 23 Mar, 2023 at 9:05 AM by Catharina Hansson