Creating tasks and appointments
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Importing and exporting
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 unrecogniseSome readersImport contacts
Go to My Account Go to Company In Contact, click on Actions and click on Bulk Import Add a blank column Client ID as the first column Step 4 is important as if you leave it blank it will create a new contact when you import the file. If you use an already existing Client ID, InvestGlass will update the information and erase existing information with new fields. You can import three types of files. Investglass CSV format Outlook CSV format vCard format InvSome readersImport Transactions and Positions
From Company Go to My Account Go to Company Go to Global Consolidation Click on Action to import transactions From a portfolio - manually Go to a Portfolio, click on Actions then New Transactions Click on Transaction and select the transaction type Select a Security and Click on Select Type in transaction details and add Fee and Tax if needed Click Save You can also import a list of transactions. Select a portfolio and click on ACTIONS Select EditSome readersImport from Iphone
Simply export your iPhone contacts by logging into your iCloud account. On your phone, enable your iCloud on your iPhone or just double-check that contacts are already being synced with iCloud On your computer, open a new browser page and navigate to the following address icloud.com Log into your iCloud account Click into the contacts icon where you should then see all of your contacts from your phone Click on the first contact's name and then Ctrl+A which should select ALL contFew readersExport Contacts
The general exporting possibilities are mentioned in the article "Export Data for GDPR". InvestGlass offers multiple possibilities to export contacts. You can go to my Account – Company – Contact, click on Actions, and select Export to CSV. You can go to the Contact tab, select Grid, and click on Actions. Then you can choose between exporting the grid as a CSV file or as an Excel file. You can go to the Contact tab, selecFew readersExport Data for GDPR
It’s easy to meet your GDPR requirements for exporting personal data with InvestGlass. You can export all of your data, contacts, Contact reports, custom securities, documents, and tags. Here’s how to export contacts data as a CSV file from the UI: Go to My Account then click on Company. In the Contacts tab, click on Actions and select Export CSV. Here’s how to export Contact reports data as a CSV file from the UI: Go to Contact Reports page. Open the filters by clicking the Contact RFew readers
Custom fields
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Custom Fields
To create or change custom fields: Administrator Open the setup page: Go to My Account Go to Company Go to Custom Field You can set up fields for the following objects: Contacts, Relations, Accounts, Contracts, and Securities / Products. Before you start creating fields we suggest you decide which format of field you need to use. When creating or editing a new field, you have to set up: The type of Fields The Field layout The accessibility Set up the typSome readersSales Pipeline
Permission: Administrator or Manager Pipelines are a useful tool that enables you to track steps in a sales process. This feature is then usable in the Kanban views. To be able to create and manage pipelines, please follow My Account – Company – Pipelines. Create a new pipeline To create a new pipeline, click on New Pipeline in the top right corner. This will open a new page where you will be able to create your pipeline. You will be able to create a name for your new Pipeline and decidFew readersLogo, Icon, Color and Branding
To change the branding of your company you might need to be an Master Administrator or Administrator of your company. If this is not the case we suggest you to contact your company’s administrator. Go to >My Account >Company >Settings In the display tab you will have all options to change your branding. Logos / FaviconFew readersTasks
asks can be used to remind your team and yourself when something needs to be done. You will find the logo on the CRM, Opportunity page, and Leads. Simply click on the flame icon in the last right column (per default). Setting the details of a task Once you click on the "flame" in order to create a task, a pop-up window will open to allow you to fill in the relevant information: The object of the task, be it Account, Contact, Portfolio, or Security / Product. The record name A title foFew readersCreate a Custom Picklist Field
This feature access is restricted to the Administrator. Go to my Account Company Go to Custom Fields Click on Actions, then New Value Set Put each value on a separate line. Once value sets are created you can assign them to a custom field. Please note that you can have up to 500 picklist value sets in an organization - company account. Each value set, or restricted picklist, can contain a mix of 1,000 active values. Values can be up to 255 characters long. Go to my AccouFew readersSecurities & Securities Documents
Securities / Products Securities / Products page (My Account – Company – Securities / Products) reassembles the securities of your InvestGlass portal. There, you can filter securities, modify existing ones, and create new ones. In order to create new securities: Go to my company - Securities / Products Click on Actions on the right side and select New Security / Product in order to add a single investment product or select bulk import in order to add many products / securities simFew readersVisibility Records, Fields and CRUD
InvestGlass offers a complet CRUD system. CRUD means Create, Read, Update, Delete. The CRUD is also extended to the Search function. Before starting a CRUD CRM you have to make sure that your organisation is adapted to this mindset of showing record or fields based on individual, team, group permissions. Records Organisation Wide default By default the system is very permissive, very open and you can see any record from your Company. If you wish to reduce the scope of visibility tFew readersCampaings Edit & Fields
Edit a campaign In order to edit a campaign you should: Click on my Account and then select Company From the tabs on the left side select campaign monitoring Then click on the campaign you want to edit Campaign Fields When you have selected to edit your campaign, then you will be able to see 3 tabs on the left side which you can edit from Actions tab on the right side. Summary Members Reporting 1. Summary In this section you will be able toFew readersSub Group
Sub groups will collect multiple members into a smaller group. This feature is originally made to reduce the scope of tasks. Create a sub group Go to my account Go to company Go to Sub Group Create a sub group Click Action -to create a new group Give a name to the group Select members Click on save Setup the Task widget Go to my account Go to company Go to Apps and portal Find the Task Widget Click on the three dots to edit Task Widget visbiliFew readersCustom Buttons & Links
Create a Button In order to create a button, follow My Account – Company – Custom Buttons and Links. There you can click on + New Buttons / Links. A new page will open where you can specify the following: Label name Button name Description Display button (button or link) Behavior Resource type Content source The resource type is important as it decides where the button is going to be displayed, i.e. contacts, accounts, securities, contracts, relations. Securties are InvesFew readersTemplates
In the contacts, accounts, and relations overview navigation tab, you have the possibility to modify the layout of the contact display of the grid view. You can also save some displays as templates in order to avoid recreating them manually every time you want a column or columns to be showcased. In order to add, modify, and manage templates, follow Actions – Add Template on the overview tab. This will open a new window in which you will be able to: Update a Template, or Manage a Template.Few readersReporting
Pipelines are a useful tool that enables you to track steps in a sales process. This feature is then usable in the Kanban views. To be able to create and manage pipelines, please follow My Account – Company – Pipelines. Create a new pipeline To create a new pipeline, click on New Pipeline in the top right corner. This will open a new page where you will be able to create your pipeline. You will be able to create a name for your new Pipeline and decide in which resource it will be visibleFew readersContracts
In order to manage contracts, follow My Account – Company – Contracts. Create Contracts Click on the top right Actions button and select "New Contract". A new page will open where you will have the following field to complete: Contract name Contacts Relations Accounts Additionally, you can add the contract to a stage of a previously created pipeline. Edit a contract In order to edit a contract, you should click on the three dots button on the right of the relevant contract andFew readersCampaigns
Create New Campaign You can create a new campaign through the tabs Campaigns or Markets in the navigation bar on the top of main menu. In order to enable these 2 tabs you need to enable this from the Portal/Apps tab (My account - Company - Portal/Apps) from the tab selection on the left. Apps Campaigns From the navigation bar click on Campaigns Click on Actions on the top right side Select New Campaign Then you can add muFew readersInvoices
Invoice is manageable from My Account – Company – Invoices. There you can create and edit invoices. Create a new invoice In order to create a new invoice, click on Actions and select New Invoice. This will open a new page with the following fields: Contact Relations Contract Invoice number Invoice type Invoice status Due date Expected payment date Planned payment date Currency code URL link Remarks Tax inclusive Description When you fill at least the mandatoryFew readersTags, Pipeline, Custom Fields and Audit Process
When you should use tags? Tags are used to label contacts, relations, securities, documents, and research. They are regrouped in a “group”. Tags are very useful to regroup records together in clusters or to find dependencies and relations. woman, man advisory, discretionary wealth management RSI Buy, MACD, Bollinger Bordeaux or Bourgogne We suggest you limit the number of tags per group as they should all be known by your team to be efficiently used. As each member of your orgFew readers