Code - Enter a code which can be a
set of alphanumeric values to uniquely identify each fund
company.
Description - Enter the detailed name of
the fund company.
Reference - Enter the reference
number provided by the fund
Physical Addresses 1 to 3 - Enter the
physical location of the fund company.
City - Select the city.
City is maintained under "Linkweb - Company Administration - Dropdowns -
City".
Post Code - Enter the
postcode or zip code for the fund company.
Postal Addresses 1 to
3 - Enter the postal address of the fund company.
Phone - Enter the
phone number of the fund company.
Fax - Enter the fax
number of the fund company.
Email - Enter
the email address of the fund company.
Contact Name -
Enter the name of the contact person.
-
Notes - This is an open text field, users
can enter desired content.
-
Default - Funds marked as default will be
automatically added when a new employee is
created.
-
Void - Void records will be "Disabled" and
will not appear in any lookups . Edit the record and "un-tick" void to
activate a record