Re: Fund/Stock Description field for "Auto-Import"

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In Reply to: Re: Fund/Stock Description field for "Auto-Import" posted by Bob Chaphe on September 15, 2002 at 15:27:24:

: Mark

: Can you add this to 6.0? It could be a big help.

: Bob

: : : Mark
: : : IS there any way to include "subject" when importing a number of different symbols? In other words, a way to have a field in the imported file populate the "NAME" field in the "New Investment".

: : : Thx
: : : Bob

: : Hi Bob,

: : Sorry, no there is no automated way to do this. You will get the default
: : if you have the option turned on to create the investments automatically,
: : without prompting. The default name is the symbol. If you don't have
: : the option turned on to automatically create new investments without prompting,
: : you will be presented with the new investment dialog each time FM needs to
: : create a new investment, and you can manually set the name and any other fields
: : you want.

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

Hi Bob,

Sorry, this probably can't make it into 6.0. All the 6.0 features are
in, and it is beta testing now.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP

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