User Guide


Assigning Notes

TradeLog allows a user to assign the same notes to multiple records. The user can then filter grid views and generate reports based on notes.
To assign the same note to one or more trade records:
  • Select each trade record to be assigned.
    See Selecting a Single Trade for Editing or Selecting Multiple Trades.
  • Click Edit, Assign Notes (or use the <CTRL + ALT + N> shortcut keys).
  • Enter the note text in the pop-up dialog.
  • Click OK to save, or click Cancel.
  • Click Yes to save, or click No to cancel.
        TradeLog will show the notes entry in the Notes column.