- Community. To create a community with whom to share
notes, run {CMTY}. Click the Create Community button on
the red toolbar, give your community a name, and hit Save. Click
on the Members tab and it’s easy to specify exactly who you want
to share notes with. If you have a Speed Dial (SPDL) set up for
your team, for example, simply enter SPDL in the
field and click on your team Speed Dial (FIG. 2).
Once you’ve set up your community and saved it, there’s one
more thing to do. In settings you can specify that you want to auto-
matically share all of the notes you create with your team. Run
{NOTE}, click Settings, and then the General tab. Use the drop-
down to the right of Share All Notes With to select your community. - Tagging Bonds Across the Capital Structure. One of the
Indicator” column in the Fixed Income Worksheet {FIW
Security Worksheet {W
- Email to NOTE. Here’s another important way to create a
note: If you have an email in your corporate inbox that you want
to turn into a note and tag to the appropriate securities, simply
send it to [email protected]. (To set up this feature, run
{NOTE}. Click on Settings and then on the Email to NOTE
tab. Follow the instructions there to validate your corporate
email address.) - Word and Excel. You can also create notes from Microsoft
Word and Microsoft Excel documents. In the file, click on the
Bloomberg tab and then click on Create New Note.
Fig. 1 You can see and create notes in functions you use in your analysis
such as {DES <GO>} and {YAS <GO>}.
Fig. 2 To create a community, go to {CMTY <GO>} and click on Create Community
on the red toolbar. Name your community, and hit Save.
Create a note by
clicking on the NOTE
icon. When you have
no notes tagged to
the selected security,
the icon will be dark
and the text will say
“No Notes.” When
you do have notes,
the icon will be white
and the text will say
“Notes.”
Once you’ve created
a note, you can share
it. A one-time setup
lets you automatically
share with all
the members of
your team.
If you already have
a Speed Dial for your
team, simply enter
SPDL in the <Add
Member> field
and select the list
you want.
Click here to
add people to your
community.
Click here to create
a note on any
Bloomberg screen.
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