A Development colleague has asked if there is any template of sorts or even a field definition for the data that you can export from the Portfolio screen of the Plans tab in v12 so you can paste it in a spreadsheet.
Anyone know where this info is?
Thank you, Tessiturians.
Matt,
The "Copy to Clipboard" button at the bottom of the Portfolio screen will place a copy of whatever fields you have configured on your portfolio into the clipboard. This is designed to be pasted into Excel.
Is that what you are looking for?
David