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Portfolio Manager Help
Modify a Note
Use the Notes tab to modify a note for a buyer, seller, investor, purchased portfolio, sold portfolio, or sample portfolio.
To modify a note
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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 Notes tab.
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In the data grid, modify the information as necessary.