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Portfolio Account List Page

The Portfolio Account List page shows the subset or list of portfolio accounts you selected in the Portfolio Account Homepage. From the Portfolio Account List page, you can review multiple portfolio accounts at a glance.

Using the drop-down menu, you can also switch to another portfolio account list. The picklist contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the table in Portfolio Account Homepage.

The following table describes what you can do from the Portfolio Account List page.

To do this

Follow these steps

Add portfolio accounts to books or remove portfolio accounts from books

On the Portfolio Account List title bar, click Menu, and select Batch Assign Book. Complete the steps described in Assigning Records to Books.

Create a filtered list

On the Portfolio Account List title bar, click Menu, and select the Manage Lists link in the Portfolio Account List title bar, and then click New List. Follow the steps in the New Portfolio Accounts List wizard and click Finish when you are done.

Create a new Portfolio Account list

On the Portfolio Account List title bar, click Menu, and select Create New List in the Portfolio Account List title bar. Complete the steps described in Creating and Refining Lists.

Create a portfolio account record

On the Portfolio Account List title bar, click New Account. On the Portfolio Account Edit page, enter the required information and save the record.

Delete all records from the Portfolio Account list

On the Portfolio Account List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

Export the list

On the Portfolio Account List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find a portfolio account

Click the Account Number column header to sort the data. Then click a letter in the alphabet bar. For portfolio accounts beginning with numbers, click 0-9.

Manage all the Portfolio Account lists

On the Portfolio Account List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Page through the list

Click the Previous or Next links.

Refine the search criteria for the list

On the Portfolio Account List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more or fewer records

In the Number of records displayed list at the bottom of the page, select a number of records to see at one time.

Show the key information and filter information for the list

On the Portfolio Account List title bar, click Menu, and select Show List Filter. Complete the steps described in View List Page.

Update a group of Portfolio Account records at once

On the Portfolio Account List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

Update a portfolio account

Select the record. On the Edit page, update the portfolio account and save the record.

View a subset of portfolio accounts

On the Portfolio Account List title bar, click the picklist and change the selection.

View all portfolio accounts

On the Portfolio Account List title bar, click the picklist and change the selection.

Related Information

See the following topics for related Portfolio Account information:


Published 05/11/2007