The More Info button launches a sub-window, which allows for customizable fields. There are 16 fields that can be customized on the Client More Info screen, which adds a greater degree of flexibility to the information that can be tracked. The Client More Info General tab has 8 pre-formatted fields that have been added to work in conjunction with an Ultra-Staff Back Office Prospect Revenue Forecasting Report.
Client More Info Fields – General tab.
The Client More Info Details tab contains pre-formatted fields as well. These fields are optional and are aligned with a sales time-line that can be tracked using the Ultra-Staff Back Office Prospect Revenue Forecasting Report.
For additional information on the Prospect Revenue Forecasting Report, please consult the Ultra-Staff Back Office Reports Manual. Note: These pre-formatted options can be changed via Codes Editor, but it is recommended to use the unformatted fields prior to changing the ABD supplied fields.
Client More Info – Details tab