Main Menu Options
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| A. | File Menu Option (Default Settings, Program Setup and User Defined Reference Tables.) |
| B. | Admin Users (Admin Users may see All Clients, Prospects and Proposals.) |
| C. | Account Mgrs/Reps (Account Managers or Sales Reps can see on the Clients, Prospects and Proposals that are assigned to them in the system or contains a Current Work Group Code.) The Data Tables are filtered by the User Id entered on the Login screen. |
| D. | Print Options, provides access to the Print Menu and Report Builder Menu Window and other built-in reports. |
| F. | Shaking-Hands Icon, opens a Account Mgrs/Reps view of the Client/Prospect Table. |
| G. | Money-stack Icon, opens a Account Mgrs/Reps view of the Order and Proposal Table. |
| H. | Task-Timer Icon, opens a Account Mgrs/Reps view of the Followup Reminder Table. |
| I. | Catalog Icon, opens a data table for Items, which may be quoted in a proposal or sold in an order. |
| J. | Printer Icon, opens the Print Menu and Report Builder Menu Window. |
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