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Vernon CMS Help

Navigation: Vernon Basics > Portfolio

Portfolio Item Properties

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Open the Portfolio Properties window by selecting an item (search, list, report, or template), and clicking the Properties button Button Detail.

The Properties window shows details about the item such as what type it is, the datafile it refers to, and how many records are involved. You can edit the Name or Description, modify the Portfolio Access Restrictions, and change the list of users for whom the item is marked as a favourite.

Window Portfolio Properties

The Properties window of an item in Portfolio, showing details about a saved list.