Descriptive fields enable efficient sorting, filtering, and grouping of transactions. This guide explains how to update descriptive fields individually or in bulk for existing transactions. None of the fields covered in this article represent any "economic" details for your trades.

Update descriptive fields

Use the Search Transactions page to search for the trade you want to edit. Select the checkbox next to the specific search results, or click the box next to the number of results to select all: 

Note: not all users have permission to edit descriptive fields; if the checkboxes are not visible, please contact the ChathamDirect administrator at your company. 

Once you have selected the trade(s), use the Update Descriptive Info drop-down box to select what you want to change: 

Click Update after selecting the descriptive field. The descriptive field appears at the top of the pop-up box. Choose Apply individually or Apply to all. 

For Apply individually, use the drop-down or text box next to each trade and then click Save: 

For Apply to all, use the drop-down or text box at the top to choose the update for all the selected trades and then click Save: