Creating a Customer Defaults Profile
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Define a profile on the Customer Defaults dialog box to establish all of the most common order variables by customer name.
Note: Customer Defaults can be set by an administrator using TT User Setup. If you cannot change your Customer Defaults an administrator may need to make changes for you.
To create a Customer Defaults profile:
From the Control Panel, click the Settings menu and choose Customer Defaults.
The Customer Defaults dialog box appears.
In the next available row, in the Customer field, type the customer name.
Note: The first profile has a customer name of <Default> which you cannot change.
- To add the customer to the Customer List and make them selectable on the Order Entry pane, click to select the SEL box.
Fill in the rest of the customer profile information in the remaining fields.
- In columns with multiple options, an asterisk (*) represents all products.
- The Account # is the account number used for clearing. TT risk management systems override this field. Always enter the same value here that exists in risk management.
- Some exchanges do not support the FFTEXT2 and FFTEXT3 fields.
When changing data on the Customer Defaults dialog box, make sure you press Tab or ENTER to advance to the next field and save your changes.
Close the Customer Defaults dialog box when editing is complete.