Upcoming Events Advanced Search
Upcoming events advanced search is used to provide additional search and filter parameters that are not displayed on the main screen. The dialog is accessed by clicking the Advanced Search button on the Upcoming Events screen defined in the previous section. Options selected on this screen will remain in effect until cleared.
1. Click any of the Equity, Fixed Income and Term check boxes to display that option.
2. Enter a date range.
3. From the Advisor list, select All Advisors to display all advisors, or click Find to search for and select a specific one.
4. To enable Equity, Fixed Income and Term option buttons where specific codes can be entered or searched for, click the Security Search check box.
5. After search parameters have been added, click Search. The dialog closes and the Upcoming Events screen reappears displaying events matching the advanced search criteria that was entered.