Finding assets

There are several ways to search for assets with Portfolio Web and Desktop clients.

QuickFind allows you to quickly search most catalog fields.

Advanced Find can be customized to search your catalog for up to five criteria using any type of data tracked by Portfolio. You can refine your search, then update the displayed results.

Keywords: When you are viewing properties of an asset, you can click a keyword associated with that asset to quickly find all other assets in the catalog that use that keyword.