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X_TRADER®

Using the Customer List

You are viewing X_TRADER Version 7.17 and higher. For earlier versions, click here

The Customer List window contains all the customer profiles with the SEL box marked in the Customer Defaults dialog box. It lets you populate all open order entry windows with a customer by selecting it once from this list. Alternatively, you can select your customers in specific windows before you trade.

You also use the Customer List to select the account number of a customer.

Note: The Customer List displays unique customer names once. Even if the same customer name has multiple profiles on the Customer Defaults dialog box.

Using the Customer List

To use the Customer List:

  1. From the Control Panel, click the Window menu and choose Customer List.

- or -

From the Control Panel, click the icon.

The Customer List window appears.

  1. From the Customer List window, click the customer you want to use.

The customer name populates all of your Order Entry panes.

  1. Make your trades.
  2. Select another customer, or revert back to the <Default>.

You successfully used the Customer List.