In the Book Trade workspace header, you can save and select Book Trade views that store your grid setup criteria. You can also specify default trade and settle dates to use during trade entry.  

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Manage Book Trade Views

After you use the Book Trade tool, you can save one or more views. Saving named views allows you to store the way you set up the Book Trade tool grid results. For example, if you typically group or reorder columns in a similar manner each time you book certain types of securities, you can save a view for future use when you view grid results for those securities. 

In the Book Trade tool header area, you can click the arrow to the right of the view name and do one of the following:

• Select a previously saved view. After you select a view, you can select the Make this my default view check box to select that view each time you use the Book Trade tool.

• Click Save, and name the view for future use.

• Click Save as, and rename the current view.

• Click Manage, and use the My Views dialog box to edit, duplicate, and delete views. 

Specify Trade Default Dates

To specify trade default dates; 

In the Book Trade workspace header area, specify a value in the Trade date field and the Settle Date field. 

By default, the current system date appears in each field, but you can change it. You can change these values in the Book Trade workspace header or can update the values on the trade entry panel.