A portfolio is automatically created when you have 2 or more companies registered.
How do I add a second company?
A Portfolio gives a user a very useful overview of all the companies they have registered with Inform Direct and makes them much easier to manage. In particular you will see:
- Whether an Confirmation Statement is due; and
- Whether any accounts are due
For details of all the options that a portfolio screen gives you see: How do I navigate from the Portfolio screen?
Subscribers to Inform Direct can tailor their portfolio screen by selecting which fields appear and creating new fields of information.
How do I add new custom fields?
How do I edit or remove Custom fields?
How do I change the portfolio screen settings & fields?
How do I temporarily edit my portfolio layout?