jokanata Posted August 1, 2016 Report Share Posted August 1, 2016 I have placed the notes field in the column. A good feature. How does one use this??? John. Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted August 1, 2016 Report Share Posted August 1, 2016 You can enter notes on the portfolio editor. on the dashboard, click on Edit Portfolios. Can also get there from the Portfolio window by clicking either on the "Edit portfolios" button on the QAT, or on the little thingie in the lower right corner of the Portfolio section of the MAIN tab on the ribbon. Quote Link to comment Share on other sites More sharing options...
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