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How do I enter a Standard ID? Follow

A standard ID is a special type of ID with a set name in Portfolio Manager. These are IDs associated with local legislation, national campaigns, or other large benchmarking activities.

To enter a standard ID:

  1. Go to the Details tab
  2. In the Unique Identifiers box, click "Edit"
  3. In the Standard ID box select your ID name from the dropdown list
  4. Enter your ID #
  5. Save
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