Portfolio

The Contact’s Portfolio tab shows a listing of all of the loans that are on the currently selected Contact.


The functions of the buttons are:

Add Print Clicking this button will send the information shown on this tab to the printer.
Refresh Record Clicking this button will reload the data to reflect any changes that have been made to any of the listed loans since you initially queried this contact. This prevents you from being forced to clear the query and re-query the contact in order to see changes that may have been made by another user while you were viewing this contact.