Notes do not display in custom view
If using the "Notes" column in a custom view, the portfolio view only states how many notes there are. Hovering over "1 Note" does not give an option to view the note, but only gives options to delete the holding or add a lot. Entirely disfunctional!
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John M. Livingston
shared this idea
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NEAL POLLON
commented
I agree. Who was the incompetent employee who messed up this version
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John M. Livingston
commented
It looks like the only place to actually view the note is when editing the holdings, scrolling the web page down to find the horizontal scroll bar of the portfolio, and then scrolling to the right. Very, very, clumsy!!! The text values of the notes should be displayed in any custom portfolio view that has the Notes column enabled. Saying there's a note but not providing a way to view it is worthless.