Customizing Toolbar via Portfolio Editor vs Charts

[ThomasK]

Regarding customizing the Toolbar at the top of FundManager, right-clicking on the toolbar while having selected either the Portfolio Editor, a Report or a Chart gives different buttons to select.

I like the idea of having a "customized" toolbar appear ...one for when I have a Chart selected, one for when I am using the Portfolio Editor, and yes, another for when using a Report.

However, I see that they don't have the same "universe" to select from. Is it possible in a future release to make the universe the same for either Editor, Reports, and Charts?

Specifically, I noticed that the FM Import and Generic Import selections are not to be found in the Toolbar List for the Editor or Reports. "Notes" and "Alerts" are also seemingly only available through Charts/customizing toolbar.

Thanks,
Thomas

[Mark]

Hi Thomas,

Okay, yes, that would be better. Thanks for the feedback.

[ThomasK]

Thanks for considering.

Hopefully you could make it so that we can print the Portfolio Editor?

[Mark]

Hi Thomas,

Yes, I think that would be a good capability to add.