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 a 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.
From the Records menu, click Note (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.