Format Definition Preferences
Submitted by linnsoft on Tue, 04/23/2013 - 20:47
The Format Definition Preferences Windows are essentially the same for both QuotePage and Portfolios. Use this preference window to select the QuotePage or Portfolio column headings to view and create customized quote page layouts. The Format dropdown menu in the upper right corner lists the predefined formats; as one is selected, the corresponding Data Items will list in order in the list box on the right.