# tier1fin

> Knowledge base documentation for tier1fin.

## v1

- [2026.1 Release Summary](https://docs.tier1fin.com/docs/20261-release-summary.md): Tier1 product suite 2026.1 release summary
- [2025.3 Release Summary](https://docs.tier1fin.com/docs/2025-3-release-summary.md): Tier1 product suite 2025.3 release summary
- [2025.2 Release Summary](https://docs.tier1fin.com/docs/2025-2-release-summary.md)
- [2025.1 Release Summary](https://docs.tier1fin.com/docs/2025-1-release-summary.md)
- [2024.4 Release Summary](https://docs.tier1fin.com/docs/20244-release-summary.md)
- [2024.3 Release Summary](https://docs.tier1fin.com/docs/20243-release-summary.md)
- [2024.2 Release Summary](https://docs.tier1fin.com/docs/20242-release-summary.md)
- [2024.1 Release Summary](https://docs.tier1fin.com/docs/20241-release-summary.md)
- [2023.5 Release Summary](https://docs.tier1fin.com/docs/2023-5-release-summary.md)
- [2023.4 Release Summary](https://docs.tier1fin.com/docs/2023-4-release-summary.md)
- [2023.3 Release Summary](https://docs.tier1fin.com/docs/20233-release-summary.md)
- [2023.2 Release Summary](https://docs.tier1fin.com/docs/20232-release-summary.md)
- [2023.1 Release Summary](https://docs.tier1fin.com/docs/20231-release-summary.md)
- [2022.3 Release Summary](https://docs.tier1fin.com/docs/20223-release-summary.md)
- [2022.2 Release Summary](https://docs.tier1fin.com/docs/20222-release-summary.md)
- [2022.1 Release Summary](https://docs.tier1fin.com/docs/20221-release-summary.md)
- [Supported Browsers and Devices](https://docs.tier1fin.com/docs/supported-browsers-and-devices.md)
- [Account Deep Linking](https://docs.tier1fin.com/docs/account-deep-linking.md)
- [Contact Deep Linking](https://docs.tier1fin.com/docs/contact-deep-linking.md)
- [Task Deep Linking](https://docs.tier1fin.com/docs/task-deep-linking.md)
- [Meeting Deep Linking](https://docs.tier1fin.com/docs/meeting-deep-linking.md)
- [Lists Deep Linking](https://docs.tier1fin.com/docs/lists-deep-linking.md)
- [Cubes Deep Linking](https://docs.tier1fin.com/docs/cubes-deep-linking.md)
- [Call Reports Deep Linking](https://docs.tier1fin.com/docs/call-report-deep-linking.md)
- [Get Preferences by Multiple Search Criteria](https://docs.tier1fin.com/docs/get-preferences-by-contact.md)
- [Get Preferences by Search Criteria](https://docs.tier1fin.com/docs/configure-feature-x-1.md)
- [Deal and Deal Lifecycle](https://docs.tier1fin.com/docs/deal-and-deal-lifecycle.md)
- [Create a Deal](https://docs.tier1fin.com/docs/create-a-deal.md)
- [Clone a Deal](https://docs.tier1fin.com/docs/clone-a-deal.md)
- [Add and Edit Products](https://docs.tier1fin.com/docs/add-and-edit-products.md)
- [Add and Edit Actual Revenue](https://docs.tier1fin.com/docs/add-and-edit-actual-revenue.md)
- [View Deal Summary](https://docs.tier1fin.com/docs/view-deal-summary.md)
- [Manage Buyer Lists](https://docs.tier1fin.com/docs/manage-buyer-lists.md)
- [View Audit History](https://docs.tier1fin.com/docs/view-audit-history.md)
- [View Reports](https://docs.tier1fin.com/docs/view-reports.md)
- [Add a New Product Catalog](https://docs.tier1fin.com/docs/add-a-new-product-catalog.md)
- [Add and Edit Deal Team Members](https://docs.tier1fin.com/docs/add-and-edit-deal-team-members.md)
- [Add and Edit External Accounts](https://docs.tier1fin.com/docs/add-and-edit-external-accounts.md)
- [Add and Edit External Contacts](https://docs.tier1fin.com/docs/add-and-edit-external-contacts.md)
- [Create a Deal List](https://docs.tier1fin.com/docs/create-a-deal-list.md)
- [Manage Deal Lists](https://docs.tier1fin.com/docs/manage-deal-lists.md)
- [View and Inline Edit Deals](https://docs.tier1fin.com/docs/view-and-inline-edit-deals.md)
- [View Deals On List Grid](https://docs.tier1fin.com/docs/view-deals-on-list-grid.md)
- [View Activities and Attachments](https://docs.tier1fin.com/docs/view-activities-and-attachments.md)
- [Create and Edit Deal Tasks](https://docs.tier1fin.com/docs/create-and-edit-deal-tasks.md)
- [Create and Edit Deal Meetings](https://docs.tier1fin.com/docs/create-and-edit-deal-meetings.md)
- [Create and Edit Deal Call Reports](https://docs.tier1fin.com/docs/create-and-edit-deal-call-reports.md)
- [Add or Delete Deal Attachments](https://docs.tier1fin.com/docs/add-or-delete-deal-attachments.md)
- [Multicurrency Support](https://docs.tier1fin.com/docs/multicurrency-support.md)
- [List View](https://docs.tier1fin.com/docs/list-view.md)
- [Saved Searches](https://docs.tier1fin.com/docs/saved-searches.md)
- [Book attendees into Meeting](https://docs.tier1fin.com/docs/book.md)
- [Copying a Link to a Meeting](https://docs.tier1fin.com/docs/copying-a-link-to-a-meeting.md)
- [Deleting a Meeting](https://docs.tier1fin.com/docs/deleting-a-meeting.md)
- [Un-booking a Meeting](https://docs.tier1fin.com/docs/un-booking-a-meeting.md)
- [Reserving a Meeting](https://docs.tier1fin.com/docs/reserving-a-meeting.md)
- [Moving a Meeting](https://docs.tier1fin.com/docs/moving-a-meeting.md)
- [Replacing a Meeting Template](https://docs.tier1fin.com/docs/replacing-a-meeting-template.md)
- [Editing a Meeting](https://docs.tier1fin.com/docs/editing-a-meeting.md)
- [Adding Meeting Template](https://docs.tier1fin.com/docs/add-meeting-template.md)
- [Adding Multiple Meetings](https://docs.tier1fin.com/docs/add-multiple-meetings.md)
- [Adding a Meeting](https://docs.tier1fin.com/docs/adding-a-meeting.md)
- [View Sub-Event Details](https://docs.tier1fin.com/docs/view-sub-event-details.md)
- [Add a Sub-Event](https://docs.tier1fin.com/docs/add-a-sub-event.md)
- [Edit Collection Details](https://docs.tier1fin.com/docs/edit-collection-details.md)
- [Delete a Collection](https://docs.tier1fin.com/docs/delete-a-collection.md)
- [View Event Collection Details](https://docs.tier1fin.com/docs/view-event-collection-details.md)
- [Event Collection Creation](https://docs.tier1fin.com/docs/how-to-create-new-event-collection.md)
- [Calendar Sync Overview](https://docs.tier1fin.com/docs/calendar-sync-overview.md)
- [Mobile App Overview](https://docs.tier1fin.com/docs/mobile-app-overview.md)
- [Mobile App Distribution](https://docs.tier1fin.com/docs/mobile-app-distribution.md)
- [Download Mobile App and Login](https://docs.tier1fin.com/docs/download-mobile-app-and-login.md)
- [Prepare for Upcoming Meeting](https://docs.tier1fin.com/docs/prepare-for-upcoming-meeting.md)
- [Log Call Report While In Transit](https://docs.tier1fin.com/docs/log-call-report-while-in-transit.md)
- [What is on Mobile Home](https://docs.tier1fin.com/docs/what-is-on-mobile-home.md)
- [Navigate the Mobile Application](https://docs.tier1fin.com/docs/navigate-the-mobile-application.md)
- [Search for Contacts and Accounts on Mobile](https://docs.tier1fin.com/docs/search-for-contacts-and-accounts-on-mobile.md)
- [View My Dashboards on Mobile](https://docs.tier1fin.com/docs/view-my-dashboards-on-mobile.md)
- [Approve Records on Mobile](https://docs.tier1fin.com/docs/approve-records-on-mobile.md)
- [Create a Static List on Mobile](https://docs.tier1fin.com/docs/create-a-static-list-on-mobile.md)
- [Manage Contacts or Accounts on Static Lists on Mobile](https://docs.tier1fin.com/docs/manage-contacts-or-accounts-on-static-lists-on-mobile.md)
- [Manage Contacts or Accounts on Static Lists on Mobile (New)](https://docs.tier1fin.com/docs/manage-contacts-or-accounts-on-static-lists-on-mobile-new.md)
- [Mobile List Quick Actions](https://docs.tier1fin.com/docs/mobile-list-quick-actions.md)
- [View My Lists on Mobile](https://docs.tier1fin.com/docs/view-my-lists-on-mobile.md)
- [View Contact Details on Mobile](https://docs.tier1fin.com/docs/view-contact-details-on-mobile.md)
- [View Contact Tasks and Meetings on Mobile](https://docs.tier1fin.com/docs/view-contact-tasks-and-meetings-on-mobile.md)
- [View Contact Call Reports on Mobile](https://docs.tier1fin.com/docs/view-contact-call-reports-on-mobile.md)
- [Attach and View Contact Files on Mobile](https://docs.tier1fin.com/docs/attach-and-view-contact-files-on-mobile.md)
- [View Contact Relationships on Mobile](https://docs.tier1fin.com/docs/view-contact-relationships-on-mobile.md)
- [Edit a Contact on Mobile](https://docs.tier1fin.com/docs/edit-a-contact-on-mobile.md)
- [Create a Contact on Mobile](https://docs.tier1fin.com/docs/create-a-contact-on-mobile.md)
- [View Account Details and Hierarchy on Mobile](https://docs.tier1fin.com/docs/view-account-details-and-hierarchy-on-mobile.md)
- [View Contacts of an Account on Mobile](https://docs.tier1fin.com/docs/view-contacts-of-an-account-on-mobile.md)
- [View Account Tasks and Meetings on Mobile](https://docs.tier1fin.com/docs/view-account-tasks-and-meetings-on-mobile.md)
- [View Account Call Reports on Mobile](https://docs.tier1fin.com/docs/view-account-call-reports-on-mobile.md)
- [View Who Covers an Account on Mobile](https://docs.tier1fin.com/docs/view-who-covers-an-account-on-mobile.md)
- [View Account Deals or Deals Shown on Mobile](https://docs.tier1fin.com/docs/view-account-deals-or-deals-shown-on-mobile.md)
- [Attach and View Account Files on Mobile](https://docs.tier1fin.com/docs/attach-and-view-account-files-on-mobile.md)
- [Edit an Account on Mobile](https://docs.tier1fin.com/docs/edit-an-account-on-mobile.md)
- [Create an Account on Mobile](https://docs.tier1fin.com/docs/create-an-account-on-mobile.md)
- [Create a Call Report on Mobile](https://docs.tier1fin.com/docs/create-a-call-report-on-mobile.md)
- [View Call Reports on Mobile](https://docs.tier1fin.com/docs/view-call-reports-on-mobile.md)
- [View Unsaved Call Reports on Mobile](https://docs.tier1fin.com/docs/view-unsaved-call-reports-on-mobile.md)
- [View Tasks on Mobile](https://docs.tier1fin.com/docs/view-tasks-on-mobile.md)
- [Create a Task on Mobile](https://docs.tier1fin.com/docs/create-a-task-on-mobile.md)
- [Task Alerts on Mobile](https://docs.tier1fin.com/docs/task-alerts-on-mobile.md)
- [View Meetings on Mobile](https://docs.tier1fin.com/docs/view-meetings-on-mobile.md)
- [Create a Meeting on Mobile](https://docs.tier1fin.com/docs/create-a-meeting-on-mobile.md)
- [View Upcoming Meeting Alerts on Mobile](https://docs.tier1fin.com/docs/view-upcoming-meeting-alerts-on-mobile.md)
- [View Upcoming and Past Events](https://docs.tier1fin.com/docs/mobile-view-upcoming-and-past-events.md)
- [Book Clients Into Meetings](https://docs.tier1fin.com/docs/mobile-book-clients-into-meetings.md)
- [Contact Host](https://docs.tier1fin.com/docs/mobile-contact-host.md)
- [View My Deals and Create a Deal on Mobile](https://docs.tier1fin.com/docs/view-my-deals-and-create-on-mobile.md)
- [Edit a Deal on Mobile](https://docs.tier1fin.com/docs/edit-a-deal-on-mobile.md)
- [Change Themes](https://docs.tier1fin.com/docs/mobile-change-themes.md)
- [Working Offline on Mobile](https://docs.tier1fin.com/docs/working-offline-on-mobile.md)
- [Outlook Plugin Overview](https://docs.tier1fin.com/docs/outlook-plugin-overview.md)
- [Download and Install](https://docs.tier1fin.com/docs/download-and-install.md)
- [Outlook Plugin Distribution](https://docs.tier1fin.com/docs/outlook-plugin-distribution.md)
- [Send Emails to Lists](https://docs.tier1fin.com/docs/send-emails-to-lists.md)
- [Manage CRM Contacts from Outlook](https://docs.tier1fin.com/docs/manage-crm-contacts-from-outlook.md)
- [Manage Client Interactions with Quick Log or Log for Meetings and Emails](https://docs.tier1fin.com/docs/manage-client-interactions-with-quick-log-or-log-for-meetings-and-emails.md)
- [View Contact Details in Outlook](https://docs.tier1fin.com/docs/tfo-view-contact-details-in-outlook.md)
- [Search for Contact in Outlook](https://docs.tier1fin.com/docs/tfo-search-for-contact-in-outlook.md)
- [Create New Contact in Outlook](https://docs.tier1fin.com/docs/tfo-create-new-contact-in-outlook.md)
- [Create New Data in Outlook](https://docs.tier1fin.com/docs/tfo-create-new-data.md)
- [Settings and About](https://docs.tier1fin.com/docs/tfo-settings-about.md)
- [Tier1 for Outlook Overview](https://docs.tier1fin.com/docs/tfo-overview.md)
- [Download and Install Inbox](https://docs.tier1fin.com/docs/download-and-install-inbox.md)
- [Uninstall Inbox](https://docs.tier1fin.com/docs/uninstall-inbox.md)
- [Pin Inbox for Quick Access](https://docs.tier1fin.com/docs/inbox-pin-inbox-for-quick-access.md): how to pin inbox for quick access
- [Global Search in Outlook](https://docs.tier1fin.com/docs/inbox-global-search.md)
- [Create New Data from Outlook](https://docs.tier1fin.com/docs/inbox-create-new-data-from-outlook.md)
- [Send Mass Emails](https://docs.tier1fin.com/docs/inbox-send-mass-emails.md): How to send mass emails using Tier1 Inbox
- [Review Summary Email](https://docs.tier1fin.com/docs/inbox-review-summary-email.md): Summary email you receive after sending a mass email in Inbox
- [View Email Metrics](https://docs.tier1fin.com/docs/inbox-view-email-metrics.md): How to view email metrics in Inbox
- [Email Metrics](https://docs.tier1fin.com/docs/inbox-email-metrics.md): Inbox email metrics, what they are and what you they tell you.
- [Log Email](https://docs.tier1fin.com/docs/inbox-log-email.md): Log an email as interaction and notify your team
- [Log Meeting](https://docs.tier1fin.com/docs/inbox-log-meeting.md): Log meeting in Inbox as an Event or as call report
- [Create New Account in Outlook](https://docs.tier1fin.com/docs/inbox-create-new-account-in-outlook.md): how to create a new account in Inbox
- [View Account Details in Outlook](https://docs.tier1fin.com/docs/inbox-view-account-details-in-outlook.md)
- [View LSEG Account Profile in Outlook](https://docs.tier1fin.com/docs/view-lseg-account-profile-in-outlook.md): How to view LSEG account profile, funds, contacts, and portfolio in Inbox
- [View Account Contacts in Outlook](https://docs.tier1fin.com/docs/inbox-view-account-contacts-in-outlook.md): how to view account contacts in Inbox
- [View Account Related Data in Outlook](https://docs.tier1fin.com/docs/inbox-view-account-related-data-in-outlook.md)
- [Create New Contact in Outlook](https://docs.tier1fin.com/docs/inbox-create-new-contact-in-outlook.md): How to create a contact in Tier1 Inbox
- [View Contact Details in Outlook](https://docs.tier1fin.com/docs/inbox-view-contact-details.md): View contact details, related contact data, LSEG profile and funds, and perform contact actions like edit contact or log interaction
- [View LSEG Contact Profile in Outlook](https://docs.tier1fin.com/docs/inbox-view-lseg-contact-profile-in-outlook.md): View LSEG contact profile such as bio, phone, email, address and any funds they manage.
- [View Contact Related Data in Outlook](https://docs.tier1fin.com/docs/inbox-view-contact-related-data-in-outlook.md): View contact related data such as upcoming Events, past call reports, Events, tasks, coverage, deals, interests, notes, attachments and more.
- [Send Feedback to Tier1](https://docs.tier1fin.com/docs/inbox-send-feedback-to-tier1.md)
- [Mass Emails Questions](https://docs.tier1fin.com/docs/inbox-mass-emails-questions.md): frequently asked questions when sending mass emails
- [Email Metric Questions](https://docs.tier1fin.com/docs/email-metric-questions.md)
- [Email Logging Questions](https://docs.tier1fin.com/docs/email-logging-questions.md)
- [Call report form opens a blank screen](https://docs.tier1fin.com/docs/the-call-report-form-open-a-blank-screen.md)
- [Users receive an error logging in](https://docs.tier1fin.com/docs/inbox-error-logging-in.md): How to fix issue where users receive error when trying to log in.
- [How to force Inbox log out](https://docs.tier1fin.com/docs/inbox-how-to-force-inbox-log-out.md): How to force a log out if the Inbox app is frozen
- [Tier1 for Outlook vs Tier1 Inbox Add-in Comparison](https://docs.tier1fin.com/docs/outlook-add-in-comparison.md)
- [What is Prospector](https://docs.tier1fin.com/docs/what-is-prospector.md)
- [Feedback on Prospector Data](https://docs.tier1fin.com/docs/feedback-on-prospector-data.md)
- [View Prospector Licenses](https://docs.tier1fin.com/docs/view-prospector-licenses.md)
- [Create a Prospector User](https://docs.tier1fin.com/docs/create-a-prospector-user.md)
- [Inactivate a Prospector User](https://docs.tier1fin.com/docs/inactivate-a-prospector-user.md)
- [Prospector Admin FAQ](https://docs.tier1fin.com/docs/prospector-admin-faq.md)
- [Prospector Login](https://docs.tier1fin.com/docs/prospector-login.md)
- [Search and View Contact Profile](https://docs.tier1fin.com/docs/search-and-view-contact-profile.md)
- [Search and View Account Profile](https://docs.tier1fin.com/docs/search-and-view-account-profile.md)
- [View Contacts from Account](https://docs.tier1fin.com/docs/view-contacts-from-account.md)
- [View Funds from Account](https://docs.tier1fin.com/docs/view-funds-from-account.md)
- [View Portfolio from Account](https://docs.tier1fin.com/docs/view-portfolio-from-account.md)
- [View Account Tearsheet](https://docs.tier1fin.com/docs/view-account-tearsheet.md)
- [Link Account or Contact to CRM](https://docs.tier1fin.com/docs/link-account-or-contact-to-crm.md)
- [Search Contacts By Stock](https://docs.tier1fin.com/docs/search-contacts-by-stock.md)
- [Search Accounts by Stock](https://docs.tier1fin.com/docs/search-accounts-by-stock.md)
- [Search Funds by Stock](https://docs.tier1fin.com/docs/search-funds-by-tickers.md)
- [View Holder History](https://docs.tier1fin.com/docs/view-holder-history.md)
- [Find Contacts](https://docs.tier1fin.com/docs/find-contacts.md)
- [Find Accounts](https://docs.tier1fin.com/docs/find-accounts.md)
- [Search and View Fund Details](https://docs.tier1fin.com/docs/search-and-view-fund-details.md)
- [View Fund Portfolio](https://docs.tier1fin.com/docs/view-fund-portfolio.md)
- [View Fund Tearsheet](https://docs.tier1fin.com/docs/view-fund-tearsheet.md)
- [Tier1 Security Engine Configuration Console](https://docs.tier1fin.com/docs/tier1-security-engine-configuration-console.md)
- [Manage Tier1 License to a User](https://docs.tier1fin.com/docs/manage-tier1-license-to-a-user.md)
- [Features](https://docs.tier1fin.com/docs/user-walkthrough-features.md)
- [Tracking](https://docs.tier1fin.com/docs/user-walkthrough-tracking.md)