Total Legal Accounting 3


 

SECTION 3.1.2 - MODIFY A SECURITY REGISTER

 

USAGE: Modify the details of an existing Security Register. This option is only used for changing the static information such as the Name. Normally, it is also possible to change the Register’s code here, also.

 

DISCUSSION: When you start the MODIFY program, the computer will initially ask for a code. Insert the code and press <Enter>.

 

To return to the SECURITIES MAINTENANCE MENU, press <ESC>.

 

To search for an account, press <F9>. For further details on searches, see SECTION 1.2.

 

Having entered a valid code, the computer will display the current information pertaining to that account. You can modify any of the fields that are surrounded by brackets. Also, you have the following options available via the function keys:

 

<F1>                  This will cause T.L.A. attempt to read the previous record. If there is one, it will be displayed. T.L.A. will move to the previous record without saving any changes you might have made.

 

<F2>                  This will cause T.L.A. attempt to read the next record. If there is one, it will be displayed. T.L.A. will move to the next record without saving any changes you might have made.

 

<F4>                  This allows you to enter or modify a note detailing any non-structured information.

 

<F9>                  This initiates a search through the Client/Trust master-file. The file chosen will be automatically inserted into the Trust File field.

 

<F10>      will complete your entry, after checking for any inconsistencies and confirming your request. Your changes will be saved to disk, over-writing any previously stored information.

 

<ESC>      will return you to the Register code entry routine without updating the Register master-file.

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