How to search by fund name in fund module
  • 25 Oct 2023
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How to search by fund name in fund module

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Article Summary

How do I do a search on the Fund Name field in the fund module? The only options are Fund ID, Sort Name and DIV.

 

Answer:

You can currently search by the fund name field in the Fund Module by using a "full" view instead of the Default view, which is optimized. Make a copy of the Default view and change the type to "Full" and you will be able to search by any of the fields in the view. 

To do this go into the Fund Module and click on the View Settings button (first one in the column) to the left of the data grid. Make sure the "Default View" is highlighted and click on the Save As button. Enter a name, change the type to "Full", and click OK. If you want to make changes to this view you can make them now. Otherwise, click on Save and then Generate View. When you go to the Search By dropdown you will now be able to search by any of the fields in the view.



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