Recording an Interest Based on a Holding

You can also record an interest based on a holding.

To record an interest based on a holding

1. Navigate to the Holdings and Interests screen, then the Interests view.

2. In the Interests list, create a new record and complete the necessary fields, some of which are described in Step 4 in the topic Entering Interests and Holdings Information.

3. In the Interests form, check the Holding box to signify this is an interest based on a holding.

Note: You cannot perform a search on a holding unless the holding has been saved as an interest with the Holding box checked.