Page Comparison

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1. Date: the date of the item
2. Type: indicates the type of search result.
3. Item: a description of the search result. Click on the blue, underlined description to view the item.
   1. Transactions will take you into the account wizard.
   2. Clients, prospects and households will open the contact in the contact manager.
   3. Advertising and seminars will open those submissions.
   4. Service Center results will open the service center ticket.
4. Reference - displays the unique system id for that item. 
5. Status: indicates the status of the item.
6. Rep: displays the name of the Rep associated with the item.
7. Account #: displays the account number if applicable.
8. Wizard: This is displayed when you search contacts. Click on this to load the contact details into the Account Wizard.
9. Service: This is displayed when you search contacts. Click on this to load the contact into a new Service Center ticket.  This insures that the ticket will link to the client's contact card.
10. Export: use this column to check off the records you want if you are exporting data from the system.
11. Separate exported files into folders by type: check this box if your want your exported data to be organized into a folder for each type of data. For example, all the account wizard transactions will be in one folder, the contacts in another, etc. This is recommended and checked by default
12. Export from Selected Rows - Clicking on this button will export all the selected records as an Archive.Zip compressed folder. You will be prompted by your browser to save the file to a location on your local device. Once it is saved, you can open it and view the archive. This does require software to unzip the file. Most versions of Windows includes this and you can right click on the file to unzip it. Once unzipped, you will see this inside the folder structure:
    
13. Uncheck All: This will check the check box in the Export column for all search results, effectively removing each item from the export list.
14. Check All: This will check the check box in the Export column for all search results, effectively adding each item to the export list.
15. Print: This button generates a print-friedly view of the search results that you can print. This is opened in a pop up window. Check your pop-up blocker settings if you are having trouble viewing the print friendly view.