{"id":4443,"date":"2026-01-10T05:27:11","date_gmt":"2026-01-10T05:27:11","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4443"},"modified":"2026-01-10T05:27:11","modified_gmt":"2026-01-10T05:27:11","password":"","slug":"crm-customer-investments","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/crm\/crm-customer-investments\/","title":{"rendered":"CRM Customer Investments"},"content":{"rendered":"<p>This is applicable only to the Banking module, for investments and loans services. This page displays all the investments of the Customer, the investment packages they subscribed to, operational Business Unit, the commencement (start) date, status, the invoice generated for the capital (investment) deposit, and the actual amount invested.<\/p>\n<p>&nbsp;<\/p>\n<p>A click on the\u00a0<strong>INV<\/strong>\u00a0will reveal the investment details. Do not also forget to explore more option by using\u00a0<strong>\u00a0\u22ee<\/strong>\u00a0ellipsis (three vertical dots).<\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31590\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-085109-233-example.png\" sizes=\"(max-width: 852px) 100vw, 852px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-085109-233-example.png 852w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-085109-233-example-300x271.png 300w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-28-085109-233-example-768x695.png 768w\" alt=\"\" width=\"852\" height=\"771\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Investments are created for Customers via the Banking module.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is applicable only to the Banking module, for investments and loans services. This page displays all the investments of the Customer, the investment packages they subscribed to, operational Business Unit, the commencement (start) date, status, the invoice generated for the capital (investment) deposit, and the actual amount invested. &nbsp; A click on the\u00a0INV\u00a0will reveal [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-4443","docs","type-docs","status-publish","hentry","doc_category-crm"],"year_month":"2026-10","word_count":85,"total_views":"5","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"CRM","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/crm\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM Customer Investments - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/crm\/crm-customer-investments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Customer Investments - Profitaa\" \/>\n<meta property=\"og:description\" content=\"This is applicable only to the Banking module, for investments and loans services. 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