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Portfolio Manager Help
Add a Note Code
Use the Note Codes tab on the Options window to add an action or result code.
To add a note code
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In the menu bar, click Tools > Options.
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Click the Note Codes tab.
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Do one of the following:
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To add an action code, click New Action Code.
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To add a result code, click New Result Code.
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Type a name and description for the code and then click OK.