BOOKS™ Manual

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Accounts, opening
Accounts, Changing
Adding Advisors or Reps
Adding Client files
Approving Orders
Appointments
Approve orders
Audit, long-distance
Backup and Restore
Blotters, Printing
Branch Master File
BOOKS Overview
Calendar/Diary
Calculator, general purpose
Calculate Commissions
Clean-up
Clients, calling
Clients, taking notes
Clients-in-waiting (Prospects)
Command Index & Reference
Confirms, matching
Concentration, Identifying
Configure BOOKS for your office
Commissions, calculating
Cross reference, printing
Cross reference, view on screen
Customer Account Register, printing
Customer Account, viewing positions on screen
Data replication to speed performance
Delete files
Dial telephone
Diary
Direct Orders to Mutual Funds and Insurance Companies
Exporting data files to other Books installations
Exporting Data to other programs
Exporting all of a reps files
Finding an order
First Column Status Codes
Getting Started
Home Office Data files,Importing
Importing Export Files
Installation
   On a single PC, not networked
   On a network server or master in peer to perr network
   On a network workstation
Net trades

Network Configurations
Non-Branch locations, supervising
Notes, taking
Office Procedures
Orders, cancel, delete, write, confirm approve
Orders, mutual funds
OverDrive manual
OverView of BOOKS
Partial fills
Passwords, changing
Printing
Account trade record
Blotter
Cash Blotter
Cross Reference Page
Labels
Order ticket
Telephone List
Productivity Enhancement with View Menu
Prospects, entering
Purge balance records
Reassigning an Advisor's Accounts
Reference manual & Command Index
Reports, taking
Reps, adding
Restore from Backup
Securities list
Sort names
Technical Information
Terminating Advisors or Representatives
Tickler File
Toolkit
Tools menu
Troubleshooting
Update Names

Best experienced with