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- In the Portfolio Desk workspace, in the left navigation pane, click the appropriate entity.
The summary workspace for the entity type you selected, displaying available entities of that type. - Click the View By drop-down list and then select All.WHAT HAPPENS WHEN ALL DOESN'T APPEAR, AND THE LIST IS EMPTY?
- Complete the required search criteria and then click Search.
- The search returns a list of entities that meet the criteria you selected for the category you picked in left navigation.
- Double-click the entity you want to view or edit. The Edit Entity panel opens, showing the Entity Details tab as the default. The following tabs are also available:
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