To create a button go >> My Account >> Company >> Custom button
Create on action new button.

In this modal you can create a button which will be useful if you wish to create a shortcut anywhere in InvestGlass - the CRM, the portal etc…

Select the link of the button and the way you wish the button to trigger the new direction into a follow up or into a modal.

You can also decide to show a button only when a specific content is present in the record. This is very useful to invite your relationship manager to perform an action if an information is missing for exemple in the CRM.

This method of filtering data is useful also in the client portal if you wish to offer a checkout option for securities which trade order book is still opened.