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Linking Contact to Company
This method is perfect if you are using InvestGlass with NO preset fields or records. We will explain here how to create easily new fields and connect imported contacts to relations. Go to my account Go to company Go to contact Click on Actions Click on Bulk Import Contacts Open your excel file and add in in the first line the following for each column Tick Yes to the option - Create custom fields for unrecognise
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MIFID and LSFIN
* IMPORTANT DISCLAIMER : InvestGlass is not an investment advisor, broker, or dealer and therefore does not participate in the offer, sale, or distribution of securities, nor does it provide any investment advice. InvestGlass does not provide legal advice. This is not legal advice. This article is for educational purposes only please consult your own legal advisor. MIFID and LSFIN Both regulations are comparing different data sources that you will store in InvestGlass. To make sure that
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Connect your Email and Calendar
Setup Email InvestGlass connects and sends from your own email server using SMTP (IMAP SOON). By connecting your email account with InvestGlass, you can send emails within the app and InvestGlass (SOON) auto-log any email that appears in your Sent folder. Go to My Account Company Communications Please make sure that you correctly pasted your credentials User Name * i
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