When you click next to a 'Fund' field the Find Funds dialog box appears. You can use this dialog box to search for funds.
The following image illustrates the Find Funds dialog box:
The Find Funds dialog box contains the following properties:
Field |
Description |
Name |
Enables you to filter the search based on the name of the fund.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
Description |
Enables you to filter the search based on the description of the fund.
To add additional fields, click or press CTRL+TAB once you have made an entry. |
Page Size |
Enables you to specify the number of records to display per page returned in the results. |
To search for and select a fund, complete the following:
-
Enter the desired search criteria in the appropriate fields in the search fund group box.
-
Click 'Search'.
The system returns all of the funds matching your entered search criteria and displays them in the search results display box.
If multiple pages of search results are displayed, you can use the '<< Previous' and 'Next >>' buttons to open the additional pages.
You cannot select items across multiple pages. If the two or more items that you want to select do not appear on the same page, you can:
-
Increase the 'Page Size' to search again.
-
Narrow your search by modifying your search criteria.
-
Select the check box beside the desired fund(s).
The system displays a checkmark in the check box beside the fund.
-
To deselect a fund, click on the checkmark beside the fund.
The system removes the checkmark from the check box beside the fund.
-
To select all of the funds displayed in the search results display box, click 'Select All'.
All of the currently displayed funds in the search results display box are marked for selection.
-
To deselect all of the funds displayed in the search results display box, click 'Deselect All'.
All of the currently selected funds in the search results display box are no longer marked for selection.
The 'Deselect All' button only appears after the 'Select All' button has been clicked.
-
Click 'Apply'.