Tips & Tricks – Creating a New Field

Altvia support team member Bill shows the best practices around creating a new field, then demonstrates how to add the new field to a page layout in our investment management software, AIM.

CREATING A NEW FIELD

At Altvia, our suite of solutions helps you to differentiate in today’s market. AIM – our core product – is a fully integrated, flexible solution that works the way Private Equity thinks. Based on the Salesforce platform, AIM enables users to consolidate data into a single central system, helping streamline and optimize your firm’s processes.