Make trade order tags available for advisors
Advisors can mark trade orders in FA Front with tags. This can be useful, for example, to indicate if the order originates from a call, an email, a face-to-face meeting, and so on.
To create such tags and make them available in FA Front:
Go to Preference → Tags → Trade order tags in FA Back and click Add new tag definition.
Choose the Multi-select group type and the FrontTrading name.
Add the tags in the Tags within a group fields. Press Enter after each tag name (for example Phone [enter], Email [enter]).
The added tags are selectable in the trading process:
 |