Help: Table of Contents

Logging In

Parameter Search
How to use help
Assigning a Title
Including/Excluding
States
Maturity
Ratings Moody/S&P
Quantity
Coupon
Price
Yield
First call/Non-callable
Update Since Selection
Sort By
Layout
Matrix Selection
CUSIP
Payment Month
Running the search

Saved Search List
Saved Search List
Notify Button
Delete Button
Edit Button
Run Button

Search Results (Offering List)
Sorting the list
Removing list items
Navigation Buttons
Modify Search link
New Search link
Changing Views
View Type
Email Results

Bond Detail / Calculator
Selecting Specific Bonds
Calculating Amounts
Applying Calculations
Sales Credit
Order Request
History Button
Offering History

Marking up a List Using a Matrix
Matrix Mark-up
Matrix Configuration
Sales Matrix

CUSIP Search

Portfolio
New Customer
Edit Customer
Delete Customer
Portfolio Selection
New Portfolio
Editing a Portfolio
View Portfolio
Portfolio Summary

User Configuration
Contact Information
Page Configurations
Report Headings
Default Tax Rates

Inventory
Inventory Management
Inventory Selection
Inventory Manager

MSRB
MSRB History
MSRB Summary

Order
Order Manager
Order Status
Order Flow

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