SDX Interest Rates Help > Working with SDX Interest Rates > Working with the Client Relationship Management Tool > Adding Contacts to the Client Trading Activity System

Adding Contacts to the Client Trading Activity System

In the Client Trading Activity system (see Working with the Client Relationship Management Tool) you can add contacts to your contacts list as follows:

Manually adding a contact

You can enter a new contact manually in the top empty line as seen in the image below. To display this line you must first click the Add New Line button.

 

Once saved, each new contact is added to the end of the existing list.

To enter a new contact:

1. Click the Add New Line button.
2. In the top empty line that appears define the client's details.
3. Click Save. The contact is saved into the Client Trading Activity system.

By uploading the list from an Excel spreadsheet

You can upload client information from an Excel spreadsheet. This lets you import client information that you already have in an existing Excel spreadsheet.

You can import information from an Excel spreadsheet into the system as many times as you like. The import action simply adds each new contact to the end of the list; it does not overwrite any existing contacts.

SD expects the Excel information to be in certain supported columns, which can be defined in any order you like. However, it is unlikely that you will have used all the default column names chosen by SD in your own existing Excel spreadsheet. Therefore, on import the system will attempt to map your pre-existing column names to its own supported column names if at all possible; it does this based on an underlying list of logical and intuitive names. So if you have a column called "Customer" or "inst" on "Corporation" the system will map it to the Institution column; similarly it will map a column named "phone#" or "cell" or "phone num" to the Phone column.

When you import the data from an existing Excel spreadsheet into the Client Trading Activity system, SD imports all data in supported columns and in any columns it can map, and ignores any data in other columns.

The default columns are as follows:

Institution

This column is mandatory.

BaseCCY

This defines the company's bookkeeping currency.

Name

Email

Phone

FXCurrencyPairs

FXMoreInfo

IRCurrency

IRMoreInfo

CMAsset

CMMoreInfo

EQAsset

EQMoreInfo

CDAsset

CDMoreInfo

LastTradeDate

This defines the last date you traded with this client.

LastCallDate

This defines the last date you called the client.

LastEmailDate

This defines the last date you emailed the client.

You can download an Excel spreadsheet template which contains these columns (and an example for each column) by clicking the Download example list button.

You import the data from an existing Excel spreadsheet into the Client Trading Activity system via the Upload client list button.

To import the data in an Excel spreadsheet:

1. In the Client Trading Activity system click the Upload client list button.
2. Navigate to the relevant Excel file.
3. Click the Open button and then click OK. The data is uploaded into the system, and a new contact is created for each line of information in the Excel spreadsheet.