Modify an operation in progress

After launching an operation, you should know that it is no longer possible to modify values that may affect the financial details of the operation.

It is possible to modify:

• description of the operation
• alert messages
• the end date of the operation

Modify the description of an operation

To modify the description of an operation,

• Go to the Operations tab -> actions -> Edit description

A new page will open where you can modify:

• The logo,
• The cover image,
• The name of the operation,
• The category,
• Addresses and URLs,
• The short and detailed description of the operation.

Modification of the detailed descriptions can be done:

• In simple edition
• In html / css edit by disabling the Simple edit option

Once you have made your changes, click on Save at the bottom of the page.

Edit the details of a transaction

To modify the details of an operation:

• Go to the Operations tab -> actions -> edit details.

You will have a new page in front of you which will allow you to modify at the same time the descriptions (as above) and the details of the operation including:

• The end date of the operation,
• The yield (operation in shares) or the score (operation on loan),
• The risk profile of the operation,
• Information related to fees, payment terms, risks and warnings.

Once you have made your changes, click on Save at the bottom of the page.