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Open change log via the properties dialogs of the objects

Portfolio service change log" module

Proceed as follows to open the change log for an owner, for example:

  1. Select the PROPERTIES command in the context menu of the owner in the Explorer.
  2. In the "Owner properties" dialog box that appears, select the "Change log" icon at the bottom left.

The change log for this owner is opened.

The icon for opening the change log can also be found on the properties dialog windows of portfolios, securities accounts, accounts, persons or interested parties as well as on the dialog windows for entering or editing the user-defined fields of the securities account objects and securities. You can also open the change log via the "Manage commission schemas" dialog box.

If the icon is deactivated and cannot be clicked, the user does not have the corresponding rights.

There is a special feature in the securities master data : The function only becomes active for a specific security after the dialog window has been saved for the first time using the "Save" button. This replaces the "OK" button previously available here. This makes it clear that the action is logged in the change tracking when the dialog window is exited via this button. That means: If you have only opened securities master data but have not changed anything, you can exit the dialog box by clicking the "Cancel" button to avoid an entry in the change log.

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