User 1 - 10
  • 22 Apr 2024
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User 1 - 10

  • PDF

Article Summary

The contents of these pages will vary among all of your records, because they are customizable and designed to provide a unique view of a group of fields that reflect your needs.

You are able to decide which custom fields are represented on this page, the order and the name of this page through the Customize Pages section.

 

Action Bar

Several tools are available at the top of the page, nested beneath the Save button. Click the arrow next to Save to expose the following commands:  

  • Save: Saves the changes made on the current tab.
  • Save and Add Another: Saves changes made to the current record and creates a new record associated with the same property ID.
  • Copy to New Record: Copies all values and data from the current record and creates a new record with those same values and data.
  • View Jobs: Open the Report Writer Jobs Manager and displays any Jobs associated with the property ID.
  • Share: Click to open the Share modal. See Share for more information.
  • Delete: Click to delete the current record. A popup will request confirmation.

The Select Print Sheet dropdown menu makes it easy to create a print-ready page in the desired format.
Click a command in the dropdown menu and a new browser tab will open with the property information in that format. 



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