How do I create an ISA holding?

Since ISAs have been traditionally set up as a savings plan, CCD has classified ISAs under the product basis of savings. To record an ISA as a holding, follow the steps below.

Locate the client record on which you wish to record the ISA and click on Holdings from the left hand sidebar:
Click on the + Add record button, select Personal from the Personal / Occupational drop down list, set the Product Basis to Savings, set the Product Category to Individual Savings Accounts and the Product Type to the particular type of ISA you are recording: