During your session it can be useful to amend the layout of your portfolio, this can be to search for key information or to move the column order.

The default portfolio screen settings can be be tailored to appear in the format which best suits you.

How do I change the portfolio screen settings & fields?


If you just require a temporary change to your portfolio screen, this guide introduces how to change the appearance of the portfolio for just your current session. 


This means the next time you log in it will return to your default portfolio settings. 


1. Go to your Portfolio Screen to view the current layout of columns. 




2. Click and drag the column heading which you wish to reorder for this session only on the software. You can drag it to  different point of your screen to an order which is more convenient for the remained of your session. 



Note: You are not able to move the Company Name, Company Number or Actions columns.


3. To search for specific companies, there is a search box available at the top of the Current Companies section of your portfolio. 




4. The search box on your portfolio screen will retain the searched details for the remainder of your session, unless they are removed. 


This means that if you are using a key word to view a specific group of companies, as you enter the company record and return to the portfolio screen the search will remain. 


To return your portfolio to its original position, you can either:


  • Return the columns to their original position and remove any information from the search field.
  • Log out of the software and close your browser, on your next log in it will return to your usual Portfolio settings. 


Note: Should you wish to change your portfolio settings, please refer to the guide at the top of this article.