SmartInvestments - Activity/Mail Content Link

• Overview
• Activity List
• E-mail List

Overview

When viewing an investment account or investment position, the user can access this content link to upload and view calendar activities and e-mail correspondence related to the account or position.

Activity List

and select Add 'Activity' record.

For more information about working with calendar activities, see SmartCalendar.

E-mail List

and select Delete 'Message' record.

For more information, see Correspondence.