Knowledgebase: > Tree Management
Accounts Tree (Edit Option)
Posted by Mohammad Rahhal, Last modified by Mohammad Rahhal on 04 December 2018 04:51 PM

Sometimes, the dealer will need to edit some of the Office/Client information. To make any editing on the accounts tree, just perform a right click on the desired Office/Client - Edit - you will see the two options: “Edit Account” and “Edit Office/Client”. As it is showing in the following picture:

AccountsTreeEdit

1- Edit Account

When you select an account, right click and choose Edit - Edit Account, this window will appear to you:

EditAccount

From here, you can Edit any Information about this account, and after you finish press on the Submit button to save the changes. Note that you can delete this account only in case there was no trade or transaction happened on this account.


2- Edit Office/ Client ...

There are three kinds of windows for this option to edit the information of the selected node, one for the office, one for the group and one for the client.

  • Edit Office: If you select an Office - Right Click - Edit - Edit Office/Client, a window as the following will appear for you, and from here you can Edit any Information about this Office. After you finish press on the Submit button to save the changes. Note that you can delete this office only in case there was no trade or transaction happened on its account(s).

    EditOfficeInfo
  • Edit Group: If you select a Group - Right Click - Edit - Edit Office/Client a window as the following will appear for you, and from here you can Edit any Information about this Group. After you finish press on the Submit button to save the changes. Note that you can delete this group only in case it does not contain any client/ office.

    EditGroupInfo
  • Edit Client: If you select a Client- Right Click - Edit - Edit Office/Client, a window as the following will appear for you, and from it, you can Edit any Information about this client,.After you finish press on the Submit button to save the changes. Note that you can delete this client only in case there was no any trade or transaction happened on its account(s).

    EditCLInfo

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