Support Query
From the Transfer Balance Dashboard when adding an Adjustment to track the members TSB. I cannot enter the EXTERNAL Fund name.
Solution
The External Fund field is connected to the Contacts List. Follow the steps below to add the External Fund to the Contacts List.
From the main toolbar, Navigate to Settings and select Contacts | |
Select Add new contact | |
Select Add Other Entity |
Once the External Fund has been added to the contacts List you will be able to search and select from the Add Adjustments screen.
.