The Account Activity window displays the status of your order and the filled information. To open a new Account Activity window, Click the Account Activity option from the main window’s
New Item Menu.
- Properties: Brings up the properties for the account activity window.
- Print: Print the account activity window (must have a printer configured). Note: You can also click the drop down to save to a PDF, copy to clipboard, or save to Excel.
- Default Sort: Sort Descending by Order Submission Time.
- Account Toggle: Useful for multiple accounts. By clicking the toggle you switch between viewing the activity for just the currently selected account or the activity for all your accounts.
- Firm Drop Down: Filter account activity by firm.
- View Tabs: Various filtered views of account activity.
- Total Number of Rows: The total number of rows displayed in the current view.