Re: Meaning of 'Close Portfolio' or 'Close All Investments'

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Posted by Steve on August 05, 2006 at 23:38:01:

In Reply to: Re: Meaning of 'Close Portfolio' or 'Close All Investments' posted by Mark on August 05, 2006 at 21:49:11:

I don't mean to belabor what you already acknowledge above, but you appear to use the nomenclature 'Close' in different ways and the result is a confusing gamut of potentially time-costly mistakes for end-users.

1) Right-clicking on a sub-portfolio and clicking the menu selection 'Close' DELETES a subportfolio.
2) Clicking 'Close all investments' closes all investments WITHOUT SAVING any of them.
3) Clicking 'Close Portfolio' closes AND SAVES all investments IF one allows for saving investments or portfolios on exit.

It ought to be absolutely clear what end-users are about to do when they perform potentially irreversible modifictions to their data, so these operations really need to be clarified in this software.

Replies:

• Re: Meaning of 'Close Portfolio' or 'Close All Investments' Mark 00:18:48 08/06/06 (0)