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Work with Cards

Each major feature within the FirmSoft application is presented as a Card. For example, there are cards for Orders, Fills, Aggregate Fills, Mass Quote Cancel, Cancelation History, which can be opened and managed concurrently.

  1. Add a Card:
  2. Select FirmSoft application from the Menu Bar.
  3. Select +Add Card to display available functions, then select a card.

The card displays on the home page.

  1. Maximize/Restore/Close a Card:

Users may work with multiple cards concurrently in a single view.

 

Icon Card Controls

Maximize to the full width of window.

 

Restore to normal card size.

 

Close the card.

 

Toggle between views: search fields/search results.

 

Displays/Hides Columns that can be included in search results.

 

Example of maximized Fills card: