Client search and MORE drop-down menu

With the Clients tab, you will be able to perform a search by client name, like in the screen below.

You can search by Last name only, by Last and First name, by Last name and only first letter of first name, almost any combiantion will work.

You will notice three icons on the right hand side for each client.

The first one is a dollar sign. This icon will allow you to execute trades for this particular client and will bring you directly to the Order screen. The second one is a printer sign. This icon will allow you to launch a Portfolio Report for your client that you will be able to retrieve in the Report Manager screen. The report will be based on the default settings in your User Preferences and Alerts screen. The third on is a note pad sign. This icon will allow you to take notes at the Client level, without having to go to the Client Overview screen.

To access clients, just click on their name and the system will bring you to the following Client Overview screen.

In the Client Overview screen, you will have several action buttons and a More drop-down list, as below.

From this list, you will be able to view more information about your client and have the ability to create Notes/Diary entries for that particular client.