1. Click [Change Status] to open the drop down menu.
2. Click {status} to open the Change Status - window. Note use Lookups to customise to your business requirements.

Investment Details - displays all pertinent details of the investment.

1. Click [Edit] or pen icon to open the Investment Edit view to update details.

Investor - displays current information about the Investor and relationships to the business. Depending on your user login credentials the tabs in the heading may or may not be visible.

1. To change account details click the pen icon to open the Accounts Edit view.
2. Use the filters to view the account history related to the current work activity.
3. Click [Reassign] to open a new window and change the landlord. Example would be if the property was sold.
4. Click [Edit Account] to open a new window and edit the landlords account details.
5. Click [Edit Landlord] to open a new window and edit the landlords activity details.
6. Click [Unsubscribe Options] to  remove or enable consent to be contacted by email. Applicable to marketing communications.

Activity Logs - lists all activities directly related related to the investment work being undertaken.

1. Click [Edit] to open the Investment Edit view to update details.

Opportunity - lists any opportunities that have been initiated as a result of the current work.

1. Click [Edit] to open the Investments Edit view to update details.

Work Allocation can be used to managed and track work for the client account that is shared between more than one employee or partner.

1. [Edit] - opens the Edit View at the Works Allocation tab.

With a syndicate investment there may be third parties who will be involved and the Contacts section allows for their details to be recorded in one place and to be associated with the current investment.

1. Click [Edit] to open the Investments Edit view to update details.

To add documents to the work there are four options:-

1. [Attach Document(s) from DMS] - to open a new window to browse the DMS.
2. [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
3. Drag and drop into the marked box or...
4. Click on [External Upload Setup - Status: Disabled] - to open the External Upload Setup window. Note that a red icon indicates the link is disabled and a green icon indicates the link is enabled. See DMS External Upload

To search within the attached documents:-

5. Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
6. Filter using tags that have been added to the document attached to the work for the account
7. [Filter by Externally Uploaded Documents] - to search within documents that have been attached by the client.
8. [Search] and [Clear Search] - to search and clear the search criteria, text and tags.
9. Sort filtered results by file name or upload date.

Notes - Add any private notes.

1. Click [Edit] to open the Managements Edit view to update details.