To view Client/Prospect information you must first access one of the Client/Prospect Browse Tables.

 

All Clients & Prospects may be browsed in table under the Admin Users Menu option.

 

Under the Admin Users menu option ALL Clients and Prospects may be viewed by Supervisors or Users with the appropriate access. Alternately, you may view only the records that have been marked ACTIVE. Also, you may view all Followup Reminders by all users.

The Account Mgrs/Reps (Account Managers or Sales Representatives) menu option filters the Client/Prospects Browse Table so only the records that have been 'assigned' to a Manager/Representative will appear. The User Id on the Login window is used as the filtering control.

 

Search Clients/Prospects by:

A. By Organization Name Tab

(Records without Organization Names will not appear in the Browse Table when using the [By Organizaiton Name] tab.

B. By Primary Contact Last Name

C. By Primary Phone #

(Records without Primary Phone # will not appear in the Browse Table when using the [By Primary Phone #] tab.