Knowledgebase: > Tree Management
Navigator Window
Posted by Mohammad Rahhal, Last modified by Mohammad Rahhal on 05 December 2018 04:49 PM

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:

Navigator

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:

Accounts Options

  • 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. Disconnect
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:

DealersOptions

  • 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.

 



See Also

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