Editing Portfolio Manager

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Editing Portfolio Manager

Postby Graftonian » Wed Jul 15, 2015 8:27 am

Try as I may, I cannot find a way to edit my entries in the portfolio manager.
Thanks.
Graftonian
 
Posts: 4
Joined: Tue Jul 07, 2015 8:03 pm

Re: Editing Portfolio Manager

Postby Overload » Wed Jul 15, 2015 12:50 pm

On the Portfolio tab, you'll need to change the View to "Activity Listing". This displays a list of all of the individual entries. You can then right-click on any of the entries and Update or Delete.

Pete
Overload
 
Posts: 2246
Joined: Wed Nov 30, 2005 12:14 pm

Re: Editing Portfolio Manager

Postby Graftonian » Wed Jul 15, 2015 3:39 pm

Duh, so simple when you know how.
Graftonian
 
Posts: 4
Joined: Tue Jul 07, 2015 8:03 pm


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