Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Notes

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

Postby 4Profits » Thu Jun 27, 2019 8:19 am

Mark,
Why when you go to add a note the date never defaults to today's date but some other arbitrary date.
Also is there any way to increase length of the note
4Profits
 
Posts: 93
Joined: Sat Feb 09, 2008 1:02 pm

Postby Mark » Thu Jun 27, 2019 9:49 am

Hi 4Profits,

New notes default to the current date when I test it. How exactly are you going about creating the new note? What version of FM are you using?

Sorry, no, there is a fixed maximum length to the investment notes of 255 characters.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9763
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby 4Profits » Thu Jun 27, 2019 10:00 am

Version 2018.15.5.100
I select notes. it defaults to new with a note field.
4Profits
 
Posts: 93
Joined: Sat Feb 09, 2008 1:02 pm

Postby Mark » Thu Jun 27, 2019 10:11 am

This dialog is a bit confusing, but the hilighted "<new>" just means you are working on a new note. The date above the list of existing dated notes is what you set for this new note. If you open up the note dialog, does that date default to the current date?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9763
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 5 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2021 Beiley Software, Inc. All rights reserved.
cron