My Portfolio
- How do I update a director's or PSC's email address?
- Troubleshooting: Missing Company in Your Portfolio
- How to Remove the "How Can I Help?" Pop Up from the Chat Widget
- Can I Search for Individuals Across My Companies?
- Reports in Inform Direct
- How do I track activity and view reports in Inform Direct?
- What is the Pending Approval Column on my Portfolio Screen telling me?
- How to include the due date for a CT600 on your Portfolio screen
- How Do I Reduce the Number of Columns to Fit a Small Screen?
- How Do I Temporarily Edit my Portfolio Layout?
- How Do I Update the Company Admin Section?
- How Do I Update Diary Dates?
- How Do I Change the Colour Coding of Dates?
- How do I customise the Portfolio Screen?
- How Do I Edit or Remove Custom Fields?
- How Do I Add New Custom Fields?
- How Do I Remove a Dissolved Company From My Portfolio?
- Can a company be transferred to another Portfolio?
- Can I Remove And Then Reimport the Same Company to a Portfolio?
- How Do I Navigate From the Portfolio Screen?
- How Do I Remove a Client/Company From My Portfolio?
- What are the Check Alerts on My Portfolio telling me?
- How Do I Add a Company to My Portfolio?
- How Do I Create a Portfolio?
- What is a Portfolio?