Portfolio Search / Privacy
17 May 2017

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.
 

Want to
Learn More?

Get in touch with our top of the line customer support team