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Activity Vendor Functions
Activity Schedule Add Change Configuration	Delete                Find Tabs

Overview

Pose an informal query on the activity vendor master database.  Use Analysis to view the entire database in one grid (use the scroll bars when necessary).  Analysis is displayed in a grid and has all grid functions.  Analysis offers four areas:  navigation, reports, the grid, and master detail tabs.  Double-click any row in Analysis grid to open the Change Activity Vendor form.  For right-click options available from the Activity Vendor Analysis, see Right-Click Options.

Find

Use the Find wizard to assist with specific searches.  The Activity Vendor Analysis searches initially by name (the left-most column by default).  Click any column header in the grid to change how this feature locates vendors within Analysis.  When only one activity vendor is displayed in Analysis, the grid can only search that agent.  Therefore, the Find Activity Vendor screen opens in these instances. 

Find By Name

To use the Find wizard, more than one agent must be displayed in the Analysis grid.   When sorted by Name (see sample below), enter the letter(s) of the agent record to be found and click the Find button.

Find By Vendor#

Click the Activity Vendor# column to sort the grid by Vendor#.  Enter some or all of a vendor number in the Find Vendor# text box and click Find to display the closest match to the text entered.

Find By City

Click the City column to sort the grid by Vendor city.  Enter some or all of a city in the Find City text box and click Find to display the closest match to the text entered.

Select Columns

See Column Choices.

Show Detail

The detail tabs can be hidden or visible using the expand and contract buttons above the tabs.

Tabs

Tabs available for activity vendors are Contact Detail, Vendor Detail, Activities, Comments, Notes and Changes (S7 Change Tracking module required).

 

Click these links for Frequently Asked Questions or Troubleshooting assistance.

04/05/2010

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