Contact - Investments
- 18 Jul 2022
- 1 Minute to read
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Contact - Investments
- Updated on 18 Jul 2022
- 1 Minute to read
- Print
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The Investments tab for a Contact is where you can view any Investment module-related information.
Add-On Module Required
To view and access this tab you'll need the Investments add-on module.
From this tab, you'll be able to see any active investments and associated details that the contact is associated with.
If there are any investments that have passed or not started yet, you can view those using the 'Include Inactive Investments' button. After clicking that button you'll see all inactive investments.
You'll also be able to see a 'Servicing Fees' tab among listed investments, to show all available servicing fees that were applied to the Investment.