Investment Studio > Objects > Notes

Notes objects are used to enter and edit free-format text (typically comments and reminders). The Portfolios, Assets, Quotes and Web views each contain a single Notes tile which is visible when the Notes button is depressed in the respective view's toolbar:

In the Porfolios, Assets and Quotes views, the Notes tile contains two pages arranged in a tabbed notebook layout. The first page is for text common to the entire view and is always visible. The second page is only visible when a record is selected in the view's Grid object, and contains text specific to that record:

The operation of Notes objects is straightforward: simply click where you want to enter your text and type away. Use the numeric keypad (arrows, PgUp, PgDn etc.) to move around. Use the Ins key to toggle between insert and overwrite mode.

Don't worry if you can't find a "save" command: there is none. All edits are saved automatically when the text window loses input focus.

Right-click to open a pop-up menu with editing, search/replace and setup (font, color) commands:

The following keystroke commands are available:

 Navigation
Up Arrow Move edit cursor up one row.
Down Arrow Move edit cursor down one row.
Left Arrow Move edit cursor left one character.
Right Arrow Move edit cursor right one character.
PgUp Scroll up one frame. Move edit cursor to corresponding position in new frame.
PgDown Scroll down one frame. Move edit cursor to corresponding position in new frame.
Home Move edit cursor to start of row.
End Move edit cursor to end of row.
Ctrl+Up Arrow Scroll up one row unless edit cursor would end up outside frame.
Ctrl+Down Arrow Scroll down one row unless edit cursor would end up outside frame.
Ctrl+Left Arrow Move edit cursor left one word.
Ctrl+Right Arrow Move edit cursor right one word.
Ctrl+PgUp Move edit cursor to top row in frame.
Ctrl+PgDown Move edit cursor to bottom row in frame.
Ctrl+Home Move edit cursor at and scroll to start of file.
Ctrl+End Move edit cursor at and scroll to end of file.
 Find & replace
Ctrl+F Opens a standard Windows Find dialog. Search for a string from the current edit cursor position in specified direction. If a match is found, it's highlighted and (if necessary) brought into view by scrolling the text window.
Ctrl+R Opens a standard Windows Replace dialog. Search (forward) for and replace a string from the current edit cursor position.
F3 Repeat the latest Ctrl+F search.
 Cut & paste
Ins Toggle between insert and overwrite mode.
Del Delete character at current edit cursor position.
Backspace Delete character preceding current edit cursor position.
Ctrl+A Select all text.
Ctrl+X Cut selected text (copy to clipboard, delete from editor).
Ctrl+Y Delete row.
Ctrl+C Copy selected text to clipboard.
Ctrl+V Paste text from clipboard to current edit cursor position.
F5 Insert date and time (in system-defined format) at current edit cursor position.
 Undo & redo
Ctrl+Z Undo last edit(s). Uninterrupted sequences of the same kind of operation (e.g. five deletes) are considered a single operation; the entire sequence is undone by pressing Ctrl+Z. You can undo up to ten operations.
Shift+Ctrl+Z Redo, i.e. undo the latest undo. You can redo up to ten undos.