News & Information


Post Note to Multiple Portfolios

New functionality for the Portfolio Notes feature we added last month: you can now post a note in any section (or the main menu) of multiple portfolios - or clear existing notes - from any of the administrative list/report pages by selecting the portfolios and clicking "Post/clear Notes" at the bottom of the page. (The new note will replace any existing note in that portfolio section.)
Posted: Jun 2, 2008


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