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Client List Not Appearing in Batch Print

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

Postby ricbertsch » Tue Sep 10, 2019 8:54 am

Mark here I go again losing my client list. Anyway the Client List shows up under Edit and shows as being in the same Portfolio that I am working on. However, when I go to File, Batch Print there are no names listed, yet when I click onto the Edit Client List block on the same page the Client List will appear with all of the names.
Richard G. Bertsch CFP(tm)
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Location: Somers Point NJ

Postby Mark » Tue Sep 10, 2019 8:23 pm

Hi ricbertsch,

It sounds like you may have a different *.mm4 portfolio file open than you have assigned to your clients. You can either edit the assigned portfolio file and choose the option to update all clients, or open the portfolio file assigned to the clients.
Fund Manager - Portfolio Management Software
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