Adding a Status Note

Status notes are available to encourage communication between an FA or broker and the trader when placing orders and bid/offer wanted requests.  You can add a status note to items in the Orders and Bid  Wanteds blotters and from the Order / Request Detail overlay.

To add a status note:

1. Click   in the blotter or in the Order / Request Detail overlay. The Add Status Note dialog box is displayed.

2. Select a predefined message in the Message field, if applicable.

3. Enter a test message of your own choosing in the Note Text field, if applicable.

4. Select the Private Note check box if the message should be visible to you only. Clear the check box if the internal trading desk can also view the message.

5. Click Save to associate the message with the order or request. The message is added to the Status Notes area of the Order /Request Detail overlay.  If the message is the most recent update for the item,  it is also viewable in the detail area for the item in the blotter.

Related Topics

	Viewing Order Status
	Sample Order Detail Overlay
	Viewing Request Status