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

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In Reply to: Re: Fund/Stock Description field for "Auto-Import" posted by Mark on September 15, 2002 at 12:12:40:

Mark

Can you add this to 6.0? It could be a big help.

Bob

: : 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
:

Replies:

• Re: Fund/Stock Description field for "Auto-Import" Mark 20:18:16 09/16/02 (0)