Add a setting to Manage Investments for users to toggle between viewing investments and viewing activities for investments.
Admin
Kirsten Carmichael
Oct 10, 2023
The batch view of the Manage Investments page (currently in Early Access) now allows drilldown into activity level data. Try it out and let us know what you think!
The batch view of the Manage Investments page (currently in Early Access) now allows drilldown into activity level data. Try it out and let us know what you think!