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X_TRADER® Documentation

Changing a Customer Defaults Profile

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

Tip: Click the SEL box to add a customer to the Customer List so you can trade for them.

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 change a customer profile:

  1. From the Control Panel, click the Settings menu and choose Customer Defaults.

    The Customer Defaults dialog box appears.

  2. Change the customer profile information in the Customer Defaults dialog box.

    Note: The first profile has a customer name of <Default> and cannot be changed.

  3. When changing data on the Customer Defaults dialog box, make sure you press TAB or ENTER to advance to the next field.

    This saves your changes.

  4. Close the Customer Defaults dialog box.