Posted by Mohammad Rahhal, Last modified by Diana Alkouni on 08 September 2020 07:04 AM
The navigation window contains Search Account area and three sub trees in which each tree has many options will show up by right clicking on the desired node as following:
1- Favorites Tree:
Contains a clone copy for desired accounts for easier management and access.
2- Accounts Tree:
Open the accounts tree and you will find all the available accounts in your system. And by right clicking on any node in this tree, a list with option will open as the following image:
Each option in this list is as the following:
Option
Description
Add to Favorites
To add your favorite clients to it for easy access and management.
New
To create new account, client, group or office. For more details click here.
Edit
To edit the selected account or office/client. For more details click here.
Money
To set a money transaction (Deposit, Withdrawal, Adjustment, Credit In, Credit Out) for the selected account. For more details click here.
Mailbox
To send mails to the selected client(s) or Office(s). For more details click here.
Disconnect
To disconnect the selected account or all accounts.
Transfer
To transfer the selected account from the current node to any desired node in the accounts tree. For more details click here.
Parameters
To edit, copy or inherit the parameters of the selected client/office. For more details click here.
SMS Configuration
To set the SMS notification settings for the selected client/office. For more details click here.
Online Sessions
To give you the ability to check the online sessions for the selected group/office.
Backoffice Status
To update the Floating Status and the Settled Status windows (In the Administration Panels) with the information’s that refers to the selected client/ office. See the video here.
Transactions Log
To update the Transactions Log Window (In the Administration Panels) with the transactions that refers to the selected client/office.
Show/Hide History
To show/hide the history records for a certain client/group from the intire system. It is used to hide a client history within a certain period with the ability to show them again as needed.
Statement(s)
To get all the trading activity of the selected client/office in an HTML report. For more details click here.
Broadcast Message
To broadcast a message for the selected online client/office. For more details click here.
Broadcast SMS
To broadcast a SMS for the selected client/office. For more details click here.
Maximize
This option is to maximize the navigation window.
Watch Navigators's Tutorial
3- Dealers Tree:
Open the dealers tree and you will find all the available dealers in your system. By right clicking on any node in this tree, a list with options will open as following:
Each option in this list is as the following:
Option
Description
New
To create new dealer, department or group.
Edit
To edit the information of the selected dealer, department or group.
Transfer
To transfer the selected dealer from the current node to any desired node in the dealers tree.
Send mail
To send a mail for the selected dealer.
Parameters
To edit the parameters of the selected dealer, department or group.
Delete
To delete the selected dealer, department or group.
Maximize
This option is to maximize the navigation window.
For more details about the Dealers Tree options click here.
4- Indicators Tree:
This tree contains all the Technical Indicators of the system, and you can choose any indicator to attach it to the selected symbol chart in the Chart Window.
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