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Applied Users Forums

General Topics => Helpline => Topic started by: Andrew Carrick on January 20, 2011, 11:02:46 AM

Title: Prospects - linking connected records
Post by: Andrew Carrick on January 20, 2011, 11:02:46 AM
We can't conglomerate Prospects so do any of you have a system for making it clear to users that two prospects may be connecetd? We could use sticky notes but it's not ideal.
Title: Re: Prospects - linking connected records
Post by: Ray Alvarez on January 20, 2011, 12:03:00 PM
Since we always go into the Commercial Info Detail screen after we bind a line & move it to Clients in order to fill in the "Date of 1st Coverge" field, we put a note in the Notes field in CAPS reminding us to conglomerate.
Title: Re: Prospects - linking connected records
Post by: Andrew Carrick on January 20, 2011, 02:10:17 PM
Hmmm. Notes could be a way. Thanks.
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