Add help text to fund code fields on portfolio

Madison requested the ability to add fund code help text to ensure the formatting is correct.  Information will be pulled in off these codes and if entered incorrectly, this will throw things off on their side.  See message below of use case and let me know if you have any other questions or need further clarification.  Thanks!  Cammy

 

I have a question about what could be added/changed to the fields on a portfolio page. On some fields, there are little “I”s with more information:

Is there any way to have one of these “I”s added next to the Fund Code field? The idea is to help opportunity administrators to enter their fund codes in a certain format so that our system can pull this information. If they don’t enter the information in correctly, we won’t be able to pull the information correctly. I do know that there is the notes section on the portfolio, but I am not sure how many individuals would connect clicking on that with typing in the right number format.

 

  • Deleted User
  • Jul 23 2018
  • Reviewed: Voting Open
Employee Name Cammy Jagielski
Client Name "shard name" wisc
User System Admin
Functional Unit Portfolio
  • Attach files

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