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Field Focus

Fields on the Customer Portfolio are color-coded to distinguish between data-entry fields and display-only fields.

Fields on the Calls tab have a white background, indicating that these fields are available for data entry.

Manage customers window - Calls tab

Fields on the Orders tab have a gray background, indicating that these fields are display-only.

Manage customers window - Orders tab

See Also

Data entry features

About Customer Portfolio data fields

Duplicate Record Checking

Address Verification

To select data from a drop-down list

Reviewing undefined values

Date field data entry

Company flow down

Working in Data Grids

Selecting multiple values for user-defined fields

Using the Clipboard Icon


ASI logo 10.6 Production Release. Updated 2/23/2006 1:26:52 PM
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