Create functionality to remove portfolio General Note entries using the Portfolio Loader or the Change Portfolio Information Job
Currently, there isn't a way to remove General Note entries in batch. It would be ideal if there were a way to remove General Note entries using either the Portfolio Loader or the Update Portfolio Information job, instead of having to do this work manually.
15
votes
Andrea Bee
shared this idea
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Kim Blaylock, UTK commented
I voted for this because what I need is not exactly the same thing (don't want to remove them), but very similar -- I would like to be able to ADD a General Note to a set of portfolios at the same time with the "Change Electronic portfolio information" job.