Navigation: Prospect Tracking System > Prospects Form: Prospects Form Actions Icons This Help File Page was last Modified on 09/20/2024

❑Actions Icons - These Actions Icons provide enhanced Prospects Form features for use within the Prospect Tracking System

➢Note: The Add or Remove Buttons option - accessed by selecting the Down-Arrow at the top of the Subscribers, Prospect, and Vendor Forms - will allow the User to Customize the content of the Quick Access Tool Bar on these Forms.

 

 

•Calls - Click the Calls Icon which opens the Calls dialog which allows you to enter the time, date, comments and results of an Account related Telephone Call -  both Incoming and Outgoing.

 

 

•Dial - Click the Dial Icon.

 

 

✓The Dial Icon is available on the Subscribers, Prospects, and Vendors Forms and within the Monitoring module.

 

✓Select the number to dial - Click the button representing the Telephone Number that is to be dialed.

▪You must have a modem attached to your computer and a telephone line connected to the modem.

▪Your modem must be defined in your Personal User Options.

 

✓Dial - Click the Dial button.

 

 

✓Be sure to Click Hang Up to release the modem from the telephone line connected to the modem.

 

•Documents - Click the Documents Icon to have access to the Document stored for this Prospect.

 

 

✓Click the Documents Icon and Select one of those Document Titles to open that specific Document immediately.

 

 

▪Click on any Document Title on the list to Open that Document.

 

❖See the Documents instructions chapter for more information

 

•Favorites - Click the Favorites option to identify a Favorite Prospect

 

✓On a Prospect record which has previously been identified Favorite Prospect, Click the Favorite Icon to de-select the Prospect as a Favorite.

✓To quickly go to a previously identified Favorite Prospect record use the Favorite Icon's Down-Arrow Menu to open its Drop-Down Selections List with the list of previously identified Favorite Prospect records

✓Select the required Prospect record to immediately open that record.

 

•Filter - Provides the ability to apply or un-apply a Prospect Filter to the Prospects Form

 

 

•Reports - Click the small down arrow 6 on the Reports Icon to display the Drop-Down Selections list from which the Prospect Information Report dialog may be opened pre-populated with the current Prospect Information.

 

 

Prospect Information Report - Options tab

 

✓The Filter option is not available when the Prospect Information Report is selected using the Prospects Form's Reports Icon.

 

•Email - Click the Email Icon to open the Email Dialog (e.g., using Outlook©, or whatever Email protocol is being used) to send an Email to this Prospect.

 

Actions - Email Icon

 

✓The Email option will activate your Email utility (e.g., Outlook®, etc.) and - as illustrated below -  insert the Email Address(es) identified for this Prospect.

 

Prospect Form - Email Icon - Outlook message dialog

 

❖See the Contacts discussion in the Subscriber Information chapter for alternate Emailing instructions.