Prospect Data Fields
You can view the Prospect Data Field form from the Data Tab of the Prospect form by clicking the Edit button. This form is used to record prospect data or answers to questions that have been asked. The Prospect Data Field form also allows you to add, edit or delete prospect data field. The Data type field next to Data fields/Questions field gives you the these options: whether the information to be entered will be text, a number, yes/no or a date.
The Sort buttons are used to move the selected record upward/downward one spot for each click.
Click the New button to add another prospect data field or click the Delete button to delete a selected prospect data field.
The following steps will explain in detail how to add a Prospect Data Tab and create Prospect Data Fields.
1.Open the Prospect form and find the Data Tab.
2.To begin, select the Tabs button which opens the Prospect Data Tabs form.
3.Click on the New button to open the field and the cursor will be flashing at the available line. Enter in the name you would like to designate for this Tab. If you would like more than one Tab, select the new button again and enter another Data Tab name.
4.When done entering and saving the Tabs , click the X box button at the upper right corner to close the form.
5.The next step is to click on the Edit button. This will open the Prospect Data Fields form.
6.In the Tab field, select which Tab you want to work with by clicking the drop down button. If you created six Tabs, you will see them in the drop down box.
7.Click on the New button to move the cursor to a new line.
8.In this Data Field enter the question or other prospect data.
9.In the Data Type field select whether the information to be entered will be text, a number, yes/no or a date.
10.Repeat the process until you have created all necessary Data Fields within that Tab.
11.Repeat step 6 to select the next Tab.
12.With the Prospect Data Tabs and Data Fields created, you can begin entering information.
13.Click the Ellipse button to open the Prospect Data Field Edit where you can edit your answer.
Toolbar Buttons
Toolbar Buttons are displayed at the top of the form and perform actions on the current record like saving, deleting or posting.
The New button will move the cursor to a new line where you can add a new prospect data field.
The Save button will save the selected customer data field.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Print button will open the Prospect Data Field Preview, which allows you to review and print.
The Export button will allow you to export the search results to your desired file type namely: HTML, PDF, RTF, Text and Excel.
The Close button will close the Prospect Data Field form.
Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.