Customising a Portfolio View
Legacy KB ID: 3002
Question
How many custom Portfolio Views can I create?Answer
The user can create up to nine custom views in the 'Portfolio View' screen.
Standard default views can also have their name and settings changed to suit the user
To change the name of a view;
1) In the 'Portfolio View' screen click on the drop down arrow in the 'View' field.
2) Select the view you wish to customise and/or change the name of.
3) Choose Customise > Customise Current View.
4) The view can be edited here to include or exclude any necessary fields. The name can also be edited here. Click OK to save these changes.
