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:


Codes maint 1.png


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:


Portfolio Group Type Codes 1.png


To add a new code, click the New button on the toolbar. You will see this screen:


Portfolio Group Type Codes 2.png