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Record Finder

General Information¶

Search¶

Record Finder- Search Screen

• 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

• 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

• 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

• 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