Alerts and Opportunities
To access opportunities and alerts please follow the following steps:
1. Select opportunities under the practice menu on the left hand side.
2. Filter the date range using the filter option at the top of the screen.
3. To view just alerts or opportunities deselect the tick box you wish not to view.
4. Filter further using the "edit column settings" at the top of each column e.g client name or holding.
5. Select the subject line to view further details. This will open summary page of the alert and opportunity that can then be exported to excel or pdf.