We added a portfolio search box. This may be useful if you have many portfolios.

The search box can also be used whenever privacy is needed (to hide your client names when doing a presentation). For privacy, simply click Hide List as shown below:

snapSearchPortfolio

The portfolio search box is available wherever portfolio selection is required. For example, when selecting a portfolio for comparison:

snapSearchPortfolio2

To display the full portfolio list, click on the arrow at the right of the search box.