I am working with WISC and they are at the task of needing to mass merge their funds that share portfolios with the same aux code. They have a ton and this cannot easily be done from the grid nor can the shared aux codes be easily identified as the aux code does not show through on the Funds grid. It would be great if we had a way to easily identify those funds that need to be merged into one and have a tool to merge them in the system. Jodi Patek
Might be worth adding a "Functional Unit" for Funds below.
Employee Name | Cammy Jagielski |
Client Name "shard name" | wisc |
User | Stewardship Admin |
Functional Unit | Grids |