Tickler Security Tab

This tab indicates the securities (if any) to which the tickler applies. You may add multiple securities in this tab.

Tickler Security tab definitions:



Security ID

Required if the tickler is to be linked to a security. The security to which the tickler applies. Enter an existing ID or use the lookup Description: _searchicon.gif to find it.

Active Indicator


Check the box to activate the association of the security with this tickler. Clear the box to deactivate it.


Tickler Recipient Person Tab