Infront Advisory Solution

Internal note - Record - Internal note

In the "Note" free text field, you can enter a text.

icon_AS_activity_search_sec_DE.png

Furthermore, you can add a security to the note. To do this, enter the name, ISIN or WKN of the security in the input field and click the "Search" icon or confirm the input by pressing <RETURN> In the search dialogue window that appears, you select the corresponding security and add it to the "Internal note" with "OK".

icon_AS_activity_plus_DE.png   To add another security to the "Internal note", click the "+" icon and proceed in the same way.

icon_AS_activity_minus_DE.png   To remove a security, click the corresponding "-" icon.

icon_AS_activity_minus_all_DE.png To remove all securities, click the "Remove all entries" icon.