EasyNav Tool Bar

The EasyNav tool bar, located above the main navigation tabs, enables you to easily keep track of needed information without having to lose your current place within your daily work flow. You can quickly find needed information or access a system function you use frequently.

A description of each icon and its function follows.

Account Mode icon icontoolbar_AccountModeIcon.png

Click this icon to display the Account Mode overlay, which enables you to select the operating mode for the application. The current operating mode is displayed in the icon. Regular or Managed is displayed below the icon name to indicate the current mode selection.

Go To icon icontoolbar_GoToIcon.png

Click this icon to view a list of links to commonly used application functions in the Go To overlay.  The items in the overlay are maintained in the Go To panel of the Home page.

Recent Searches icon icontoolbar_recentsearchesicon.png

Click this icon to display the Recent Searches overlay.  This is the same overlay available from the Find Bonds page and the Search Results page.

New Messages icon icontoolbar_messagesIcon.png

Click this icon to view a list of your 20 most recent messages. The list is displayed in the New Messages overlay, which also displays the number of unread messages you have in your message queue. The overlay also includes a link to the Messages page, where you can view all messages currently in your queue.

As new messages are received, this icon changes color and displays the number of new items (messageIconActive.png).

Order Summary icon icontoolbar_OrderSummaryIcon.png

Click this icon to view a "mini-blotter" of the orders you have placed today as well as any open orders. The orders are listed in the Order Summary overlay, which includes a link to the Orders page, also known as the "blotter". You can view details for an order in the Order Summary overlay by clicking the linked order number.

As new orders are placed or updated, this icon changes color (recentOrdersIconActive.png).

Watched Item Alerts icon icontoolbar_WatchListIcon.png

Click this icon to view a list of watched items in the Active Watched Items dashboard. Watched items are part of the platform's monitoring and alerting capabilities. The items are maintained in the My Watched Items tab of the Organize page.

As watch list alerts are triggered, this icon changes color (watchListIconActive.png).

Favorites icon icontoolbar_FavoritesIcon.png

Click this icon to view your favorite items in the Favorites overlay. Favorite items can be a bond, a list of bonds or a saved search. Favorites are displayed in the overlay in a tree structure with each folder representing a node on the tree. Click an item in the tree to execute the associated function. The overlay includes a link to the My Favorites page where you manage your favorite items.

Help icon icontoolbar_helpicon.png

Click this icon to view the Help overlay.  This overlay includes links to this online help system, the Did You Know overlay, and the Learning Center which contains tip sheets for common functions.

 

 

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