Differences

This shows you the differences between two versions of the page.

--- desktop:account_board [2024/01/02 14:29] – rob
+++ desktop:account_board [2024/01/02 14:34] (current) – rob
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 Image	Ascending order.
+====== Search ======
+Image
+Image	The Account Board search pane enables you to search for specific accounts. Enter any part of an account name or account number in the text field and click the search button to begin the search.
+Image	Enter the search criteria.
+Image	The case sensitivity toggle determines whether or not the search pays attention to the case of the search criteria. This toggle can be useful when searching hundreds of accounts.
+====== Account Board Menu ======
+The Account Board menu is opened by right clicking on a single account. The following options are available from the Account Board menu:
+Image
+Switch Account To Click Switch Account to change the Currently Trading Account to the account highlighted.
+Show Orders For Click Show Orders to display a custom Order Book containing only the orders for the highlighted account The account specific Order Book will have a Image button enabled on the All and Filled tabs. This button will Pull all working orders for the account.
+Show Account Reports For Displays Reports for this specific account.
+Show Portfolio Analysis For Displays Portfolio Analysis for this specific account. NOTE: The Options Pro Package is requred for this.
+Show Quote Board For Displays a Quote Board Containing all the contracts listed on the Account Board for the selected account.
+Copy DDE Link Allows you to enable dynamic streaming of data into Excel. New positions created in new markets will not appear dynamically via DDE. Only the positions that you paste in Excel will be updated in Excel.
+====== DDE/RTD Button ======
+Image
+Image
+Click the DDE button to enable dynamic streaming of data into Excel.
+New positions created in new markets will not appear dynamically via DDE. Only the positions that you paste in Excel will be updated in Excel.
+====== Printing ======
+The print button allows you to print directly from the Account Board. You can print as many or as few accounts as you want. Select the desired accounts in the Account Board and then click the print button. To print the entire Account Board leave all the accounts unselected and then click the print button.
+Image
+Click the print button in the upper left corner of the Account Board to open a print preview window.
+Note: A printer must be installed and configured in order to take advantage of the Print functionality
+====== Account Board Properties ======
+Image
+Some Account Board properties can be configured in the Account Board Tab in the Main Properties window.
+The Account Board property pages are used to further customize how information is displayed. Columns can be added, removed, and reordered. The view’s font can also be increased or decreased.
+Image	Click the Properties button in the upper left corner of the Account Board to open the Account Board Properties.
+===== Columns Tab =====
+Image
+The columns tab is used to add, remove, and reorder Account Board columns.
+Image	Add or remove columns from the view by checking their corresponding boxes in the left pane.
+Image	Change the order in which columns are displayed by selecting a column in the right pane and clicking the up or down arrows.
+Image	Remove a column by selecting it in the right pane and clicking the delete button.
+===== Display Tab =====
+The display tab is used to override the default grid font. You are able to set a custom font size for a specific Account Board.
+Image
+Name Change the name of the Account Board window. Click set to apply the name change, or reset it to the default name.
+Layout When clicked, the layout and settings of the current Account Board Window will be saved as default and used to create all new Order Book windows.
+Save This will save a copy of the current Account Board window layout and the saved layout can be found in the Window Management.
+Font Click the + or - to increase or decrease the grid font size on the Account Board.