Investment type

[nismith]

Would it be possible to add a couple of custom types? The terms load and no-load mutual aren't used in the UK so sound really odd instead usually funds and trusts instead. Custom fields would get over this. I know someone else raised this previously.

To get round it I use one of the other lists that has custom fields.

Nigel Smith

[Mark]

Hi Nigel,

Yes, being able to define your own "Investment Types" is something we'd like to be able to offer in a future update. Thanks for the feedback.