Reference Date

Within Orders & Worksheets, there is an optional date field that you can use to record important dates. The out-of-the-box name for this field is called the 'Reference Date' but users have the ability to rename it as they see fit. In order to have this date field appear on your orders & worksheets, it will need to be enabled. The field is broken into three different labels, one for each of the modules. Each field has the ability to be renamed to something more relevant.

How to Enable the Reference Date:

1. Find it. Within Settings > Preferences > Worksheet & Order Options, you will find three fields labeled 'Reference Date' and then the module it pertains to.
2. Enable it. Depending on the module you need the date for, use the togglable button above the field to enable or disable it from appearing.
3. Rename it. If needed, use the typeable box to record a new name for the field.
4. Click Save Settings to finalize your changes.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.