Look Up Prospects or Subscribers by Proposal Number
This Help File Page was last Modified on 03/22/2013
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Look Up Prospects or Subscribers by Proposal Number This Help File Page was last Modified on 03/22/2013 |
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Look Up Prospects or Subscribers by Proposal Number This Help File Page was last Modified on 03/22/2013 |
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| □ | Locating Subscribers or Prospects by a Proposal Number. |
| • | Sometimes the simplest features are the most useful. |
| • | Locating a Subscriber record or a Prospect record by a Proposal Number and then having the Proposal Form - displaying that specific Proposal - having it appear instantly right next to a new Subscribers or Prospect Form with that Prospect or Subscriber record displayed with it (depending on whether the Proposal number you entered was for a new Prospect or an existing Subscriber), is one of those truly useful features. |
Fast Proposal Search dialog
| □ | From the Accounts Receivable Menu select Subs by Prop# or |
| • | From the Main Menu, Select the File menu and Choose Accounts Receivable then Click Search By Proposal Number |
| • | Enter the Proposal Number.in the Fast Proposal Search box. |
| • | Click OK. |
| • | That's it! |
| • | The Subscriber Information Form or Prospect Information Form, for the Account whose Proposal Number was entered, will be opened and the appropriate Proposal Form, with that Proposal Number, will be displayed on top. |
Look Up Prospect or Subscriber by Proposal Number Fast Search Result