The FundPortal includes many fields to allow you to build your overview page. However, sometimes there is not the field you're looking for. Fundamentals and Strategy Overview now includes custom fields.

These custom fields let you add a field name and then the field value. To add them, go to the overview page and choose which section you'd like to add them to.

When you're inside the edit page, scroll down to custom fields and you'll find the boxes you can fill to add more details.

When you include the fields and hit save at the bottom of the page, you'll then find these appear on your overview page.