Welcome to DealerSocket IDMS Online Help
What's New!
About IDMS
Viewing My History
Customizing My Console
Viewing the Message Center
About IDMS Help
Viewing IDMS on Tablet and Mobile Device
Inventory
About Inventory
Running Inventory Queues
Searching Inventory
Search and View Inventory
View an Inventory Item
Searching Service Tickets
Log In to Omnique
Adding Inventory
Decode the VIN
Add Vehicle and Purchase Details
Add Pricing Details
Viewing or Editing Inventory
View or Edit Pricing Details
View or Edit Pricing Details
Edit a Buyers Guide
Request AutoCheck or Carfax Report
View Craigslist Template
View or Edit Vehicle Details
View or Edit Vehicle Options
View, Add, or Edit Images
Manage Files
View or Edit Purchase Information
View or Edit Expenses
Add an Expense
View the General Ledger
View Service History
View or Edit Title
View Notes History
Add a Note
Use GPS Recovery
Remove a Vehicle
Delete a Vehicle
Reinstate a Deleted Vehicle
Print Documents
Add or Edit Flags
Change Vehicle Location
Turn on Sirius XM
Refresh Sirius XM
Evaluating a Vehicle
Evaluate a Vehicle
Acquire a Vehicle
Perform a Valuation
Assign Internet Marketing
Deals
About Deals
Running Deal Queues
Figuring a Deal
Add a Vehicle
Searching Deals
Search and View Deals
View a Deal
Adding a Retail Deal
Add Applicant Information
Add or Edit Applicant Credit Information
Add Applicant References
Add Co-Applicant Information
Add Deal Details
Add a Desired Vehicle
Add or Edit Trade-In Information
Create a Worksheet
Add RouteOne Lenders
Setting Up LenderSocket
Create a Lender Finance Worksheet
Add Deferred Downs
Add After Market Information
Add Taxes and Fees
Add Commissions
Add Lender Fees
Manage Worksheet Settings
Use a Roll Back Option
Decisioning
Use the ScratchPad
Manage Files
Manage an ECabinet List
Viewing or Editing Deals
View or Edit Deal Details
View or Edit Applicant Information
Add or Edit Applicant Credit Information
View or Edit Applicant References
Swap Applicants
Add or Edit Insurance Information
Add or Edit Trade-In Information
View or Edit Worksheets
Get Insurance for a Customer through FetchAQuote
Forward to Tax Max
Edit Vehicle
Remove Vehicle
Post a Deal Deposit
View Posted Receipts
Post a Deal Reversal
Post a Return Item (NSF)
Post a Principal Adjustment
Post a Payoff
Fund a Payoff
Copy a Worksheet
Print Worksheet Forms
Add or Edit Flags
View or Add Files
Adding a Wholesale Deal
Using the Bottom Navigation Bar
Make Contact
Make a Phone Call
Document a Received Phone Call
Document a Received Text
Document a Received Email
Perform an Action
Add Note
Add Special Comments
Assign a Task
Update an Alert
Send a Message
Send an Email
Send a Text
Post a Payment
View Notes History
Contracting a Deal
Uncontracting a Deal
Exporting to CVR
Changing a Vehicle Location
Creating Deal Document Packages
Printing a Deal Document Package
Viewing a Deal List
Deals Version 2
Figuring a Deal_V2
Add a Vehicle_V2
Creating a Worksheet_V2
Add Deferred Downs_V2
Add After Market Information_V2
Edit the Buyers Guide in a Deal
Add Accessories_V2
Add Fees and Taxes_V2
Add Lender Fees & Decisioning_V2
Add Commissions_V2
Change Worksheet Settings_V2
Print a Deal Document Package_V2
Adding a Wholesale Deal_V2
Manage a Wholesale Worksheet_V2
Creating Deal Document Packages_V2
Accounts
About Accounts
Running Account Queues
Searching Accounts
Search and View Accounts
View an Account
Performing an Account Transaction
Post a Payment
Post an Electronic Payment
Post a Payoff
Post an Extension
Skip an Auto Payment
Post a Charge Off
Post a Recovery
Post an Account Write Down
Create a Side Note
Create a CPI Side Note
Reverse a Transaction
Post a Return Item (NSF)
Reverse an Extension
Reverse Skip an Auto Payment
Reverse a Charge Off
Reverse a Recovery
Post a Charge Off Adjustment
Post a Principal Adjustment
Post a Non Earn Principal Adjustment
Post a Sales Tax Advance
Post an Interest Adjustment
Post a Miscellaneous Fee Adjustment
Schedule a Recurring CPI Payment
Post an Account Transfer
Post an Account Amendment
Using the Bottom Navigation Bar
Make Contact
Make a Phone Call
Document a Received Phone Call
Document a Received Text
Document a Received Email
Add a Follow Up Date
Perform an Action
Add a Note
Place a Vehicle Out for Repossession
Cancel a Repossession
Record a Repossession
Claim Personal Property
Redeem a Repossession
Update an Alert
Move an Account to Bankruptcy
Take off Bankruptcy
Assign Task
Update an RTC Date
Update a Credit Reporting Status
Use the Payment_GPS Device
Perform Passtime Actions
Request a Code
Update Insurance
Lock an Account
Unlock an Account
Send a Message
Send an Email
Send a Text
Send a Text to Pay Reminder
Manage a Promise to Pay
Post a Payment
View Notes History
Viewing or Editing an Account
Take Action
View a Snapshot
View Balances
Set Up Autopay
Manage EPS Payments
View or Edit a Borrower
Detail
Address History
Employment History
Income
Credit Bureau
Credit Reporting
Deals
Accounts
Notes
Files
References
View or Edit Collateral
Vehicle
Pricing
Options
Payment_GPS Device
Ituran
Purchase
Expenses
Service
Images
Files
Notes
View Service History
View Transactions
View or Print Payment Schedule
View Insurance History
Update Insurance
View Repossession History
View or Edit Credit Reporting Information
Manage Files
Manage an ECabinet List
View Notes History
Add or Edit Flags
Collecting on an Account
Booking or Loading an Account
Viewing EPS Accounts
Viewing EPS Transactions
Viewing EPS Scheduled Transactions
Performing the RFC Process
Reporting Bankruptcy
Customers
About Customers
Deleting Customer Information
Managing Consumer Privacy Information
Searching Customers
Viewing a Customer Record
Posting a Deposit
Refunding a Deposit
Viewing Customer Address
Viewing Customer Employment
Viewing Customer Income
Viewing Customer Credit Bureau Data
Viewing Customer Credit Reporting Data
Viewing Customer Deals
Viewing Customer Accounts
View Notes History
Viewing Customer References
Managing Files
Tasking
Managing Automated Tasks
Managing Bins
Managing TCN Broadcast
Reports
About Reports
Managing Dashboards
Customize My Dashboard
Customize a Dashboard Report
Managing Reports
Add a New Report
Edit a Report
Advanced Report Viewer
eCabinet
Using User Defined Fields
Settings
About Settings
Configuring Institutions
Managing Users
Add a New User
Assign User Security Rights
Reset a Password or Change an ID
Edit Existing User Information
Creating Deal Document Packages
Managing Channels
View the Channels List
View or Edit a Channel
Add a Channel
Remove a Channel
Reinstate a Channel
Managing Portfolios
View the Portfolio List
View or Edit a Portfolio
Add a Portfolio
Managing Queues
Search Queue Groups
View or Edit a Queue
Add a Queue
Add a Queue Group
Create a Queue Copy
Managing Queue Layouts
View or Edit a Queue Layout
Add a Queue Layout
Create a Queue Layout Copy
Managing Flags
View or Edit Flags
Add a New Flag
Managing Communication Templates
View or Edit a Template
Create a Template Copy
Add a Template
Accounting
About Accounting
Managing Bookkeeping Companies
Manage Chart of Accounts
Manage Class Code Map
Manage AR Payment Methods
Manage AP Payment Methods
Manage AP Channels
Manage Reason Codes
Integrate with QuickBooks or Intacct
Posting a Misc In Out Transaction
Posting the GL Batch
Manually Posting the GL Batch
Importing a GL Chart of Accounts
Verifying a Chart of Accounts with QuickBooks Online
Updating the Accounting Service
Deleting Batches
Undoing Batch Post
Understanding Non-Earning Principal (TX Only)
Video Tutorials
Glossary and Acronym Definitions
IDMS Acronym Definitions
Glossary of Auto Finance Terms
Integrations
Adding FEX PAY
Using Plum IVR
eSign with vSignature
Market Place
Enabling Agora
Enrolling in Sirius XM
Troubleshooting
All Files
You are here:
Settings
>
Managing Portfolios
>
View the Portfolio List
View the Portfolio List
From the left navigation pane, click the
Settings
icon
and choose
Portfolios
from the drop-down list.
The Portfolio List page opens a list of current portfolios.
Related Topics
and choose Portfolios from the drop-down list.
Related Topics