Default description same as security name

rn233343's Avatar

rn233343

20 Jul, 2017 10:34 AM

Is it possible to set description in investment transaction same as security name, instead of entering the name again?

  1. 1 Posted by Henry on 20 Jul, 2017 01:40 PM

    Henry's Avatar

    Hi,

    Thank you for contacting us.
    Yes, you can set the Description the same as the Security name, but just to make sure that I fully understand you, could you explain the reason for the question.

    Henry
    Infinite Kind Support

  2. 2 Posted by rn233343 on 20 Jul, 2017 08:40 PM

    rn233343's Avatar

    Hello
    Thanks for the quick response. Mostly in investment transaction,
    description field is same as security name which I want to see in transfer
    register. Please tell me how I can achieve this.

    *Raghu Narayan*

  3. 3 Posted by dwg on 20 Jul, 2017 10:25 PM

    dwg's Avatar

    You cannot set up a default text string to use in the description field. But what will happen if that after you ave used the same string a few time when you start to type it in it should complete it.

  4. 4 Posted by rn233343 on 21 Jul, 2017 07:09 AM

    rn233343's Avatar

    Thanks Please close.

    In any case I acknowledge great support with fast turn over of response. Hats off to the Support team.

  5. Ian O closed this discussion on 21 Jul, 2017 09:25 AM.

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