Client List Dialog


This dialog is available from the Edit / Client List... menu command.


The Fund Manager Advisor version includes client management support. This dialog allows you to add, edit, or delete clients.  Each client record contains personal, contact, and associated sub-portfolio information.  You can quickly go to any client’s associated sub-portfolio by selecting the client in the list, and choosing the “Show Portfolio” button.


When you add or edit a contact the Client Information Dialog will be used.  Press the Import... button to import client information from a file.


When performing a batch print/email, sending graphs/reports by email, using the Client Statement Service, displaying the Owner custom report field, or inserting client fields in report headers your client list will be utilized.

See Also

Client Information Dialog

Importing Client Information

Client Statement Service

About Portfolios

Batch Print/Email

Send By Email

Report Headers


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