Order Entry Montage

Adding Action Buttons to Action Button Panels

Once you have added one or more Action Button panels to the market maker, ECN, and regional exchange section in a Neovest Order Entry Montage window, you may begin to add Action Buttons to the panels.

The following instructions explain how you may add an Action Button to an Action Button panel in the market maker, ECN, and regional exchange section in a Neovest Order Entry Montage window:

Click with the right mouse button on an Action Button panel.

Select Button/Action Setup from the menu that appears.

Once the "Define Button" box appears, enter the name in the "Button Title" field that you wish to give the new Action Button. (In the following example, "ECN Combo" is used as the name.)

Click on any instrument region (i.e., U.S. OTC, U.S. Listed, CBOE Futures (CFE), and so on) in the "Americas Stocks," "Americas Futures," "EMEA Stocks," and so on categories to select the instrument region for which you would like to assign an action.

Note: You may utilize the Ctrl and Shift keys on your keyboard to select more than one region. If you wish to select a number of regions that are not displayed in consecutive rows, simply press and hold the Ctrl key while you click on the regions you wish. Additionally, if you wish to select a number of regions that are displayed in consecutive rows, simply click on the first region in the list of consecutive regions, then press and hold the Shift key, and then click on the last region. Once you select multiple regions, Neovest will allow you to assign an action to all the regions simultaneously.

Note (1): Using the features in the "Button Action" section, you may assign U.S. OTC, U.S. Listed, CBOE Futures (CFE), and other actions to a particular Action Button. Once the Action Button to which you have assigned an action appears in an Order Entry Montage window—you may then enter a U.S. OTC, a U.S. Listed, a CBOE Futures (CFE), or any other type of symbol in the Order Entry Montage window, click on the Action Button, and Neovest will activate the action that is associated with the entered symbol. For instance, if you enter "MSFT," which is an U.S. OTC symbol, in an Order Entry Montage window and you click on an Action Button to which you have assigned a U.S. OTC action, then Neovest will activate the U.S. OTC action and will populate a "Confirm" box with the U.S. OTC order information you have specified.

Note (2): For information regarding how you may create actions for each of the instrument regions and categories in the "Button Action" section, which you may then assign to an Action Button, refer to the "Assigning an Action" section in the "OE Montage" chapter in Neovest's Help documentation.

Click on the action in the "User Defined Actions" field that you wish to assign to the current Action Button, and click OK. This will add the new Action Button to the Action Button panel in the market maker, ECN, and regional exchange section in a Neovest Order Entry Montage window. Note: For information regarding how you may create actions and have them appear in the "User Defined Actions" section in the "Define Button" box, refer to the "Assigning an Action" section in the "OE Montage" chapter of Neovest's documentation.

The "Define Button" box contains several features that let you further customize a specific Action Button.

The following table provides descriptions of the features in the "Define Button" box:

Feature: Description:
Button Title Lets you enter a name for the Action Button.
Text Color Lets you change the text color of an Action Button. Once you click on the "Text Color" square, the "Choose a Color" box will appear. The "Choose a Color" box contains three tabs: "Swatches," "HSB," and "RGB." The "Swatches" tab lets you select one of several color "swatches" to replace the existing text color of the Action Button. The "HSB" and "RGB" tabs let you edit the color of the selected swatch. If at any time you do not like the color of the swatch you selected or you do not like the color changes you have made to the swatch itself, click Reset to return to the existing text color of the Action Button. Once you have finished selecting the text color you wish for the Action Button, click OK.
Background Color Lets you change the background color of an Action Button. Once you click on the "Background Color" square, the "Choose a Color" box will appear. The "Choose a Color" box contains three tabs: "Swatches," "HSB," and "RGB." The "Swatches" tab lets you select one of several color "swatches" to replace the existing background color of the Action Button. The "HSB" and "RGB" tabs let you edit the color of the selected swatch. If at any time you do not like the color of the swatch you selected or you do not like the color changes you have made to the swatch itself, click Reset to return to the existing background color of the Action Button. Once you have finished selecting the background color you wish for the Action Button, click OK.
Button Action Lets you assign "OTC," "Listed," "Futures," "Bulletin Board," and other actions to a particular Action Button. Using the features in the "Button Action" section, you may assign one action for each of the above categories to the same Action Button. Once the Action Button to which you have assigned actions for each of the above categories appears in an Order Entry Montage window—you may then enter an OTC, a listed, a futures, or any other type of symbol in the Order Entry Montage window, click on the Action Button, and Neovest will activate the action that is associated with the entered symbol. For instance, if you enter "MSFT," which is an OTC symbol, in an Order Entry Montage window and you click on an Action Button to which you have assigned an "OTC" action, then Neovest will activate the "OTC" action and will populate a "Confirm" box with the "OTC" order information you have specified.

Note
: For information regarding how you may create actions for each of the categories in the "Button Action" section, which you may then assign to an Action Button, refer to the "Assigning an Action" section in the "OE Montage" chapter of Neovest's Help documentation.
Add Action Lets you add a new action to the "User Defined Actions" section. Once you click Add Action, the "Create New Action" box will appear. For information regarding the features in the "Create New Action" box, refer to the "Assigning an Action" section in the "OE Montage" chapter of Neovest's Help documentation.
Delete Action Lets you delete the action that you have highlighted in the "User Defined Actions" section.
Edit Action Lets you edit the action that you have highlighted in the "User Defined Actions" section. Once you click Edit Action, Neovest will open the necessary box or boxes that contain the existing order parameters of the highlighted action. Once the box or boxes appear, simply (1) change the order parameters on the drop-down menus and (2) manually enter the new order parameters in the fields that allow you to enter order information manually to change the order parameters of the highlighted action. For more information regarding specifying order parameters for a particular action, refer to the "Assigning an Action" section in the "OE Montage" chapter of Neovest's Help documentation.
Duplicate Action Lets you duplicate the action that you have highlighted in the "User Defined Actions" section. Once you click Duplicate Action, Neovest will duplicate the highlighted action and will add a "1," "2," or "3," etc. (depending on the number of times you have duplicated the action) to the end of the duplicated action's name.
Rename Action Lets you rename the action that you have highlighted in the "User Defined Actions" section. Once you click Rename Action, the "Rename Action" box will appear. Simply enter the new name that you wish to give the highlighted action, and click OK.