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Check that the Default Workspace is the correct one used on the client station DEMO & LIVE.
Introduce clients to creating their own workspace
Regardless of what default workspace the client has selected, have him/her open a new view.
Open the Prices and Trade module.
Open the Instrument Explorer. Show how to search for instruments and build a list of favourites.Have the client go through the process of placing instruments into the Prices and Trade module(using drag-and-drop or right-click functionality from Instrument Explorer).
Open a chart. (Just to show placement in workspace. Chart functionality will be reviewed later).
Open analysis related to the products the client is interested in trading.
Review the different module formats. Modules can be displayed as
Panels can be
or ‘glued’ to the workspace (so that they will not move) or they can
, allowing the client to move the modules around and place them on anothercomputer screen (if working with more than one screen). Clients can change moduleformats by right-clicking on the header (top) bar of the module. Docked panels can be
(by clicking on the push tab at the top of the docked module).
The Document format displays the module in a large format that fills the whole view.When several documents are within a View, they appear as tabs along the top of the view.The module’s name, e.g. Prices and Trade or AccountSummary, appears as a tab along the top. This format is best suited for larger modules,like the Prices and Trade or chart modules.
: Show docking functionality by docking the Instrument Explorer on one side of the View.Demonstrate how to use the docking guides (purple arrows that show where the panel will dock within the view). Demonstrate the Auto-hide function using the Instrument Explorer. Showchanging the Chart module from a panel to a document.
Show how to rename views.
Demonstrate how to save the customised workspace.
Introduce clients to the new Instrument Explorer
Show the sorting and filtering functionality. Expanding and collapsing product lists, displayinginstruments by exchange or sector and selecting which products to display.
Show search function capability.
Demonstrate creating favourites list.
Show right-click functionality (all trading modules, technical analysis and charts launched directlyfrom the Instrument Explorer.
Show drag-and-drop functionality (dragging instrument into chart and/or Prices and Trade module).