Skip to main content

Infront Advisory Solution

Help Center Home (EN)
Help Center Home (DE)

German

English

German

English

Infront Advisory Solution

German

English

German

English

Main

Help Center Home (EN)
Help Center Home (DE)

Main

Release Notes
Introduction
Work environment
Search
Dashboards
Customers
Markets
News
Tools
Search results (area)
Settings
Help
Advisory process
Standard activities
HTTPS configuration
Downloads

Breadcrumbs

Home
Infront Advisory Solution
Advisory process
Maturity date

"Internal note" activity

This activity allows you to create a note for a client including relevant securities.

Copyright
Powered by Scroll Sites & Atlassian Confluence