CRM - How-to-articles (30)

How to: Change Interest Convention on Bonds

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How-to: Deactivate portfolio codes

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How-to: Terminate trades in STP Connector

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How-to: Set up a new bank account

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How to: Create and run Reports in Batch

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How-to: Set up default bank accounts

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How to: Email reports

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How-to: Reset password for other users

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:29 PM by Erik Åkerlund
How-to: Set up new portfolio codes - (example for Entity)

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:30 PM by Erik Åkerlund
How to: Amortization of an Interest Rate Swap

Created by Erik Åkerlund, Modified on Mon, 20 Feb, 2023 at 2:30 PM by Erik Åkerlund