Review All Funds Wizard Properties

Acquisitions > Review All Funds Wizard > Review All Funds Wizard Properties

Review All Funds Wizard Properties

You can change certain system settings and defaults for the Review All Funds wizard using the Set Properties window. The Review All Funds wizard allows you to set the following properties.

Display Property Page

The Display Property Page value allows you to choose when to display the Review All Funds wizard’s set properties window. Select one of the following options.

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Wizard Startup – Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client.

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Never – Does not display the Set Properties window as part of the wizard workflow. If Never is selected and you want to open the Set Properties window, point to the wizard’s toolbar button, right-click, and then click Properties on the shortcut menu.

Depending on the value selected in Display Property Page, defaults may appear as the first step of the wizard. Property values that are changed in the first step of a wizard are retained only until the right-click method is used to set properties.

Behavior

The Behavior tab displays the following properties.

Folder Display

Under Folder Display, you can select the tabs that display when using the wizard. All tabs are selected by default.

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Copies Tab: Acquisitions

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Financial Tab

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Performance Tab

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Fund Levels Tab

Miscellaneous Behavior

When Searching Funds, Go Directly from Fund Lookup to Review All – Allows the user to skip the process of identifying all or selected funds in the search process, and go directly to reviewing all funds. This property is selected by default.

Defaults

On the Defaults tab, you can set defaults to customize your use of the wizard.

Search Preferences

Preferred Search Type – Select one of the search method options. Search is the delivered search preference type.

Preferred Search Index – Select an index from the list. The delivered value is Fund ID.

Selection Defaults

You can select a Default for List Fund Selection. Select All is the default value.