Difference between revisions of "Portfolio Group Types"
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(Created page with "=='''Overview of Code Set 0803'''== Category:Name/Address Category:Portfolios") |
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=='''Overview of Code Set 0803'''== | =='''Overview of Code Set 0803'''== | ||
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+ | {{Codes Maintenance}} | ||
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+ | In this case, you are looking for Code Set 0803 - Portfolio Group Types. You will see a screen similar to this one: | ||
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+ | [[File:Portfolio Group Type Codes 1.png]] | ||
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+ | To add a new code, click the New button on the toolbar. You will see this screen: | ||
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+ | [[File:Portfolio Group Type Codes 2.png]] | ||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
[[Category:Portfolios]] | [[Category:Portfolios]] |
Revision as of 17:06, 9 April 2012
Overview of Code Set 0803
- From the main menu of DDI-Connect, double-click Name/Address
- Double-click Setup
- Double-click Codes Maintenance. You will see this screen:
Scroll down until you find the code set you are wanting to modify, and double-click that code set.
In this case, you are looking for Code Set 0803 - Portfolio Group Types. You will see a screen similar to this one:
To add a new code, click the New button on the toolbar. You will see this screen: