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Edit Investment Classes

You can delete an investment class by selecting it from the list page and clicking Delete.

Follow these steps:

  1. Open the investment class.

    The properties page appears.

  2. Edit the following fields:
    Description

    Defines the detailed description of the class.

    Short Description

    Defines the short description of the class.

  3. Save the changes.

More information:

Investment Classes

Create Investment Classes