View Investment With Extra Pages
Contents
From any View Client Screen, click on the Investments Tab. Double click on one of the accounts, and then double click on one of the investments. Click on the Pages Tab.
View Investment With Pages Overview
A "Page" in Advisors Assistant is like a form that you can customize and add to an investment.
You can add a Master Page to Advisors Assistant that only has to be entered once, then that Master Page can be attached and customized to any other contact or investment in the database.
More information about adding and modifying Pages is available in the Add/Modify Pages Help.
With the addition of View Client With Files in 2002, information that was previously stored in View Client With Pages can now be scanned and linked directly to the contact name. For more information about how to scan and link the documents see the Add/Modify Files Help.
You can edit information about the investment by clicking anywhere in the top half of the View Screen.
•Click on the 
arrows to move forward and backward through the investments within that account.
•Click on 
to add a new investment to this account.
•Click anywhere on the top half of the screen to update information for this investment.
•Click on 
to update the Rate of Return for the investment.
•Sort the list by clicking at the top of any of the column in the list. Once click sorts A-Z, 1-9 and a second click will reverse the order.
•Change the width of any column on the list by dragging the column border in the title to the desired width. Advisors Assistant will remember the column size for each user.
•See other views by clicking on the tabs at the bottom of the screen.
•Print a report of the information on the screen by clicking the Quick Report Button.
•Export the data on the screen to Excel by clicking the Excel Action Button.
•Return to the View Client Screen by clicking on the Client Tab at the bottom left.
Expanding Your Lists
If the list in the bottom half of the View Screen is too long to fit on the screen, you can expand the list by clicking on the List Expander Button () located in the bottom right corner of every View Screen.
See Also