How
do I
add more records to an existing
Securities Group of tagged records?
1) First choose
“Menu > Database > Open/Manage Securities Groups...” and then open your saved
securities group to
display only the records you had previously tagged.
2) Then, choose “Menu > Database > Tag All Records” to tag all the records in that
securities group.
3) Choose “Menu > Database > Show All Records” to display all the records in the
database. Your tagged records will remain tagged.
4) Tag any additional records or untag any currently tagged records that you
want to exclude from your securities group.
5) Save your modified securities group by choosing “Menu > Database > Save
Tagged Records to Securities Group...” and confirm overwriting the existing
securities group name.