Record Finder

Modified on Tue, 04 Sep 2012 10:36 by hmontgomery — Categorized as: Address Book

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   General Information
      Search
   Results
   Mapping
   Nearby Tasks

General Information¶

Default Menu Location Transaction >> Address Book >> Record Finder

Screen Name JUMP2

Search¶

Record Finder- Search Screen

Record Finder- Search Screen

The Search screen is used to find organizations and view nearby tasks.

Enter any of the known information into the corresponding field and click on Find button

This will automatically switch you over to the Results tab and display the matching search results

Results¶

Record Finder- Results Screen

Record Finder- Results Screen

To schedule a new task for the selected organization, click the New Task icon on the right side of the screen. You may also double-click the organization in the results grid; this will display the Task Entry Screen.

To create a new Sales Order for the organization selected, click the Sales Order button

To create a new Customer Quote for the organization selected, click the Customer Inquiry button

To create a new Purchase Order for the organization selected, click the PO button

To create a new Vendor Inquiry for the organization selected, click the Vendor Inquiry button

Place a check in the Close Form box to automatically close this window when opening a new form

To see a graphical map of all active tasks for the selected organization, click the Mapping tab

To see a text list of all active tasks for the selected organization, click the Nearby Tasks tab

Mapping¶

Record Finder- Mapping Screen

Record Finder- Mapping Screen

Mapping tab is used to graphically map all of the open tasks/work orders, within a given range for the selected organization.

The Range field at the bottom right-hand side of the screen is used to change the display area shown on the map; the units are in square miles.

To change the area shown on the map, click the Refresh button

To print the map, click the Print button

Nearby Tasks¶

Record Finder- Nearby Screen

Record Finder- Nearby Screen

Nearby Tasks tab is used to textually show all of the open tasks, within a given range, for the selected organization. This screen works in the same way as the Mapping Tab, but shows the information in a spreadsheet format, rather than a visual map.

To open a task, double click into the task (screen is drill-down enabled). This will take you to the Task Entry Screen.

To see incomplete tasks, click the Active radio button

To see completed tasks, click the Complete radio button

To print the list, click Print