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Re: Fund/Stock Description field for "Auto-Import"

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Posted by Mark on September 15, 2002 at 12:12:40:

In Reply to: Fund/Stock Description field for "Auto-Import" posted by Bob Chaphe on September 14, 2002 at 15:23:08:

: Mark
: IS there any way to include "subject" when importing a number of different symbols? In other words, a way to have a field in the imported file populate the "NAME" field in the "New Investment".

: Thx
: Bob

Hi Bob,

Sorry, no there is no automated way to do this. You will get the default
if you have the option turned on to create the investments automatically,
without prompting. The default name is the symbol. If you don't have
the option turned on to automatically create new investments without prompting,
you will be presented with the new investment dialog each time FM needs to
create a new investment, and you can manually set the name and any other fields
you want.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP



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