Search field and object search

To find and open an object (e.g. a holder), use the search field (Quick-Search) in the ribbon of the Infront Portfolio Manager.

Click on the button to the left of the search field and select "Depot objects" in the list to filter and speed up the search.
Enter the owner's name or customer number in the search field to the right.
Confirm with the <RETURN> button. The "Object search" dialog box appears with a list of possible owners as the search result.
Double-click to select the holder you are looking for from the list. The owner's workspace is opened with the "Assets" worksheet in the foreground.

Click on the "Start search" icon to the right of the search field to open the "Object search". Here you may find the previous search result again and you can refine the search criteria.

The last search terms are retained for the duration of the program. The data is not saved until the next program start. To reselect an object you have already searched for, click on the arrow to the right of the search field.

Please also read the section Keyboard shortcuts in the object search.