Portfolio Manager Codes
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Overview of Code Set 0805
- 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 0805 - Portfolio Manager Codes. Double-click the code set. You will see a screen similar to this one:
