Infront Portfolio Manager

Sort columns in the "Prepare collective order" dialog box

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

In the "Prepare collective order" dialog box, you can adjust the display by sorting the columns (in several levels).

The following options are available for sorting the columns:

Sort columns

PSIOE_sort_columns_mass_order_prepare_1_EN.png

Click on a column heading to sort the list of orders by this column. A triangle appears on the right-hand side of the column header, indicating the current sorting direction.

To reverse the sorting, click on the column heading again.

Sort columns multi-level

PSIOE_sort_columns_mass_order_prepare_2_EN.png

If you have sorted the list of orders by one column as described above, proceed as follows to sort by another column:

Hold down the <SHIFT> key and click on the column heading by which you want to sort the list in the second level. Here too, a triangle appears on the right-hand side of the column heading, indicating the current sorting direction.

To reverse the sorting on the second level, click on the column header again while holding down the <SHIFT> key.

In the example, the list is first sorted by owner and then by the "Depot" column.

Cancel sorting by a column

To cancel sorting by a column, hold down the <CTRL> key and click on the column header of the sorted column.