The New Manage Client Page

      1.       Introduction: The new Manage Client page provides several new capabilities. 

a.       It allows you to search for a particular client.

b.      It allows you to customize the list of clients by adding or deleting the fields show, and the order they appear.

 

c.       It allows you to re-arrange the default profile windows, moving the fields to an order they prefer.

d.      It allows you to create customized profiles, using the existing field links.

e.      It allows associations to request customized links for their forms.

      2.         The Default List View:

a.       Search: You can find specific buyers, sellers, or addresses. Type the name, etc. in the field and click the Search button. The search will find any word in the fields.

b.      Alphabetical buttons: You can refine the clients shown on the list by clicking on the desired letter. The clients will be refined based on the selected tab. The letters that have entries in the tab selected are colored.

c.       The Title Bar. The title bar gives the name of the fields that are shown on the list. By clicking on title you can sort the list by that field. This will set the tab by which the alphabetical button will be refined.

Clicking on the upward point triangle will sort the list in an ascending manner (0-9, A-B); clicking on the downward pointing triangle will sort the list in a descending manner (A-B, 9-0).

d.      Edit Layout button: This allows you to:

i.         Customize the existing profiles.

ii.       Add an additional profile

iii.      Customize the List View.

e.      Add New Client Button: This allows you to add a new client profile to the profile database.

      3.       Editing the Layout: Clicking on the Edit Layout button brings up the Set-up screen. There are 3 tabs:

 

a.       General Information – This tab provides a brief description on the purpose of the other tabs.

b.      Detail Builder – Here you can add, delete, and edit profiles. The default profiles are Buyer, Seller, and Property Info.

c.       List Builder – Here you can customize the List View by adding or deleting which fields are shown.

      4.       List Builder:

a.       Opening the List Builder tab shows the current title bar, with sample data. Below the bar are lists of the available list fields, broken down by which profile they appear in.

b.      Fields that are currently in the title bar can be re-arranged by clicking and dragging the field to the desired location. The fields will be displaced to the right to make room for the moved field.

c.       Fields that are currently in the title bar will have a “USED” button to the left. To remove a field from the list view, click on the USED button. The field will be removed and the button will be changed to say ADD.

d.      If the cursor is put on the up and down triangles they will turn into an “X”. The field to the RIGHT of the X can be deleted by clicking on it.

e.      To add a field to the list view, click the ADD button. The field will be added to the right of the title bar. It can then be moved to the desired location.

f.        While there is no technical limit to the number of fields that can be used for the list view, as a practical matter no more than 5-7 fields should be used. Additional fields will slow the loading of the page and will require you to scroll the screen to the right to see the fields.

      5.       Detail Builder

a.       Clicking on the Detail Builder brings up a page with 4 tabs as the default. (If you has already added tabs to the page, there will be more tabs.)

i.         + Add Tab

ii.       Buyer

iii.      Seller

iv.     Property Info

b.      Adding or deleting a tab

i.         Clicking on the + Add tab will bring up a dialog asking for a name. If no name is entered the tab will be called Tab # in sequence. When you click OK an empty tab will be created.

ii.     At the top of the screen is the “Your Detail Form Fields for tab” and the tab name. If you

        wish to change the field name, you can do it here.

iii.    To delete a tab click on the “X” on the right of tab.

c.       Adding, deleting, and editing fields. (This is the same for existing tabs and new tabs.)

i.         At the bottom of the screen is the list of the available fields. To add a field to a tab click on Add button on the left. The field will move to the top of the page and turn green.

ii.       You can drag the fields to sort them in any order.

iii.      To edit the field, click on the wrench icon on the left. You will be able to edit 2 fields:

1.       Display name – this is the name that will appear in the profile.

2.       Auto Fill Field Name – this is the name of the field on the form into which data entered in the profile is merged in the form.

NOTE: Most field names are generic and have no bearing to the blank that is being filled in. Entering a field name that doesn’t exist on the form will not cause information to merge. A list of existing field names can be found at: Available Field Names.