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Portfolio Manager Help
Add Miscellaneous Extra Data
Use the Add Miscellaneous Extra Data dialog box to add miscellaneous extra data for a buyer, seller, investor, purchased portfolio, sold portfolio, or sample portfolio.
To add miscellaneous extra data
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In the Navigation Explorer pane, click Buyers, Sellers, Investors, Purchases, Sales, or Samples.
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Double-click a record name. The information appears in the Information pane.
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Click the Miscellaneous Extra Data tab.
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Double-click anywhere on the tab.
Title: Label that represents the extra data.
The Data: Extra data value.
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Complete the information and then click OK.