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Re: Open Portfolio/Open Investments

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Posted by Jim Sloan on March 04, 2002 at 13:30:40:

In Reply to: Re: Open Portfolio/Open Investments posted by Mark on February 28, 2002 at 20:33:52:

: : : : : : When I open "Portfolio" or "Investments" from within the program the names are in reverse alphabetical order. They used to be in alphabetical order. This is a minor inconvenience but I would like to know how to put them back in proper order.

: : : : : : Thank You

: : : : : Hi Jim,
: : : : : You can sort them alphabetically by choosing "Investments/Sort By/Name".
: : : : : If they're in reverse order now I'm guessing you accidentally selected
: : : : : "Investments/Invert Stack".

: : : : : Thanks,
: : : : : Mark
: : : : : --
: : : : : Mark Beiley
: : : : :
: : : : : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: : : : : /XP
: : : : :

: : : : Hi Mark, Thanks but it is not the investment order in a given portfolio that is the problem. It is the order that the portfolios appear (in the drop down window) when I want to open a different portfolio by clicking on the "open portfolio" icon. the same problem exists when I click on the "open inventment(s)" icon.

: : :
: : : Hi Jim,
: : : This is the standard Windows "Open" dialog. It sounds like you have the display in "List" mode, and are sorting by descending name. You can click on the "Name" header again to toggle it between ascending/descending. Notice the little triangle icon in the list view header, it shows you which
: : : column/direction the list is being sorted by.

: : : Thanks,
: : : Mark
: : : --
: : : Mark Beiley
: : :
: : : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: : : /XP
: : :

: :
: : Hi Mark: Thanks again but I need more help. You are correct, my display is in the "list" mode but there are no headers shown (windows 98). If I go to the "details" mode there are headers and I can click on "name" and alternately reverse the listed order. Howeve no matter which state I leave it in, the default always comes back to desending order when I do it the next time. It did not used to be this way and I would like to change the default.

: : Thanks,
: : Jim

: Hi Jim,
: From within the "Open" dialog choose the "details" view, and sort the list
: by name in the manner you want, and then switch it back to list. It should
: be sorted this way, and stay that way. This is actually a Windows feature.

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: /XP
:

Dear Mark:
Thanks again but no mater what I do my sorts do not stick. Every time look for a new portfolio or investment they are right back to the reverse order. I guess it is a windows problem and I'll live with it rather than start messing with my register etc. anyway thanks for your help.



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