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List Column Templates

General questions about using Fund Manager that do not fit into any other forum.

Postby John Lea » Thu Mar 08, 2018 4:45 pm

I am sure I am missing something but I can't get the preferred columns to be consistent. I set a "view" up and save it as a template. Sometime it is there when I call on it but often when I am setting up a different template it over writes another. I am not sure I'm taking the same steps each time and likely that is the problem.

Is there someplace in help that outline the specific steps to take to set up a template and have it stay?
John Lea
 
Posts: 45
Joined: Tue Oct 14, 2008 3:43 am

Postby Mark » Fri Mar 09, 2018 8:09 am

Hi John Lea,

The instructions are pretty basic, but they are here. Basically, you just right mouse click on the list column header, and use the menu to save or recall a list column template. Column templates are only saved when you save them, and aren't updated otherwise.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby John Lea » Fri Mar 09, 2018 10:20 am

Wow. Works like a charm!

I was coming at it from within View:List Columns:Choose.... and kept stepping on myself.

Thanks.
John Lea
 
Posts: 45
Joined: Tue Oct 14, 2008 3:43 am


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