Last updated: 2025-12-02
SmartInvestments - Creating and Deleting Investment Securities
SmartInvestments - Creating and Deleting Investment Securities
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Creating a Security
In SmartOffice, creating investment security records is an important
step before creating [investment
accounts](/help/pro/smartinvestments/-/working/with/investment/accounts) and certain types of [investment
positions](/help/pro/smartinvestments/-/working/with/investment/positions/).
Note: If [Enterprise
View](/help/pro/enterprise/view) is turned on, investment securities created in a lower office
are invisible to users in a higher office.
Manual Method
a Security Record](https://help.smartofficecrm.com/movies/sopro_smartinv/create_sec_flash/create_sec.html)
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[Perform
a security search](/help/pro/smartinvestments/-/searching/for/investment/securities) to open the Investment Security List.
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Select Menu > New 'Investment Securities' record
button to open the Select Security Type dialog box.
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Select a Security
Type from the list to open the [security
Detail content link](/help/pro/smartinvestments/-/security/detail/content/link).
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Complete the fields.
For help with these fields, see [Viewing
and Editing Investment Securities](/help/pro/smartinvestments/-/viewing/and/editing/investment/securities).
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For help with blended and comparative indices, see [Comparative
and Blended Indices](/help/pro/smartinvestments/-/comparative/and/blended/indices).
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Select Menu > Save.
Importing Securities
Investment security data stored in a comma-separated values (CSV) file
can be imported into SmartOffice using the Data Import feature.
Note: To be imported properly,
each security in the file should have a security type designation (mutual
funds, stocks, etc.).
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From the SmartOffice [side
menu](/help/pro/navigation/-/side/menu), select Utilities
> Data Import Wizard to
open the Import Setup List dialog box.
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Select Menu
> New 'Import Setup' record
to open the Add Import Definition dialog box.
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From the Select
the type of records to be imported drop-down list, select Investment Security Import.
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In the Enter Setup Name field, type
a name for the import setup. This name will display in the Import
Setup List the next time the user accesses the import feature, enabling
the user to perform subsequent investment security imports more quickly.
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Click the Next
button.
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Navigate through the remaining steps
of the wizard, selecting the import file and configuring import settings
and field mappings. For help with
these settings, see Data Import - Import Process.
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If the Import Mapping Problems dialog box displays at the end
of the import process, resolve the problems as follows:
If the problem is due to incorrect mapping for a complete
column, click the Back
button to go back to the Select Mapping dialog box and change
the mapping.
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If the problem is due to a mismatch between the import file's
field value and the available drop-down list values in SmartOffice,
click the column value's name (under the CSV Column Name column)
and then select the appropriate SmartOffice value from the dialog
box that opens.
Deleting a Security
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Open an investment security record, or tag one or more accounts
in the [Investment
Security List](/help/pro/smartinvestments/-/searching/for/investment/securities).
Note: Only users with
the Mass Deletion [user
right](/help/pro/user/accounts/user/rights/content/link) can delete multiple records at once.
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Select Menu > Delete 'Investment Securities' record.
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When the confirmation message displays, click the Yes
button.
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