InvestGlass Help Desk
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View and Edit Assigned Apps
This article focuses on explaining how to customize your App page or home page. Choose the Apps In order to modify the Apps tab, please follow this path: My Account – Company – Portal / Apps. There, you will have mere possibilities to personalize your apps tab. Choose from the wide range of already proposed InvestGlass App. The per default selected ones are: Indices Currencies Hottest News Flow Macro Top/Flop, and What's hot Choose from the choices
One of the first things you may want to do when setting up your CRM is to personalize it to your needs and your company's colors. Everything on the InvestGlass portal is customizable, ranging from what every window portrays to which windows are shown in the navigation menu. This article focuses on changing the navigation and favorites menu. Navigation Menu Following My Account – Company – Portal / Apps, select Navigation Menu. This will allow you to personalize the main tabs of your comp
Permission Set Groups / Roles permission
To set the visbility to button or part of the application you can set visibility per Roles. Only Master Admin can have access to this feature unless your company changed permissions. Go to >> My Account >> Company >> Roles Find the roles you wish to edit then select the page, and click on the toggle button Yes No to show or hide a function.
Sharing Settings help you save a lot of time to setup a view of a specific page. You can setup the view via the Roles permission system. You can select which columns can be seen in the grid list of your object. Go to Contact, select the template and there select the fields you wish to show. Admin can set the visbility for all members by default. Members can later create their own template and apply their preferred view.
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 relati