RealeSeller™ Grid Pop-Up Menu's
The 'Pop-Up' Menu:
Please keep
in mind that every RealeSeller grid will perform in a similar fashion, even
those that may not be listed or shown here. If a pop-up menu does not
appear, then there are no extended features available.
The Company Folder:
The folder set aside for all of the companies you deal with has a grid with
three specialized pop-up menus. The first menu is accessed by
right-clicking a blank line in the grid. This gives you several choices,
create a new company to add to the list or show the fields that can be added or
removed from the grid as well as showing or hiding the Quick Find and Filter By
menus. Your grid orientation can also be changed here.
Grid Orientation:
You can change where you display the grid list that contains your data in a
sort-able format. On the Left, which is the default setting, on the
Right, or on the Top. Depending on how much information you
want to display on each line, or where you feel the most comfortable with the
grid list position, you can choose it here. Notice also that you can turn
off and on the Quick Find and the FilterBy abilities.
The second pop-up menu can be accessed by
right-clicking the field name area of the grid. This will give you several
choices that allow modification, adding, sorting, orientation, etc.
The third pop-up menu can be accessed by
right-clicking a name in the grid. This will give you a list of a number of
different choices as noted in the below image.
The Agent Folder:
The folder set aside for all of the agents you do business with has a grid with
three specialized pop-up menus. The first menu is accessed by right-clicking
a blank line in the grid. This gives you several choices, create a new agent
to add to the list or show the fields that can be added or removed from the
grid. You can also show or hide the Quick Find and the Filter By
abilities. Grid Orientation can also be changed here.
The second pop-up menu can be accessed by
right-clicking the field name area of the grid. This will give you several
choices that allow modification, adding, etc.
The third pop-up menu can be accessed by
right-clicking an agent name in the grid. This will give you a list of a
number of different choices as noted in the below image.
The Properties Folder:
The folder set aside for all of the properties you deal with has a grid with
three specialized pop-up menus. The first menu is accessed by right-clicking
a blank line in the grid. This gives you several choices, create a new
property
to add to the list or show the fields that can be added or removed from the
grid. You can also show or hide the Quick Find and Filter By feature, and
change the Grid Orientation.
The second pop-up menu can be accessed by
right-clicking the field name area of the grid. This will give you several
choices that allow modification, adding, etc.
The third pop-up menu can be accessed by
right-clicking a property in the grid. This will give you a list of a
number of different choices as noted in the below image.
The Prospect Folder:
The folder set aside for all of the prospects you do business with has a grid with
three specialized pop-up menus. The first menu is accessed by right-clicking
a blank line in the grid. This gives you several choices, create a new
prospect
to add to the list or show the fields that can be added or removed from the
grid. You can also show or hide the Quick Find and Filter By feature, and
change the Grid Orientation.
The second pop-up menu can be accessed by
right-clicking the field name area of the grid. This will give you several
choices that allow modification, adding, etc.
The third pop-up menu can be accessed by
right-clicking a prospect name in the grid. This will give you a list of a
number of different choices as noted in the below image.
Notice that you can Flag For Follow up any item. This is very
useful for creating a quick reminder to call or do something outside a normal
plan. You can read more on this feature by
Clicking Here.
You can also mark the item as Private. Private items are not shared
with others even when you share your entire folder when using Microsoft Exchange
Server.
In Outlook 2003/2007, you can Enable Journal Logging from the grid. In
older versions of Outlook you can only do this from the
Journal menu and it only works
on the default contact folder. In RealeSeller, using Outlook 2003/2007, you
just set your Journal defaults
and use this feature to select items you want to keep track of with the Journal
feature. The contacts / prospects can be in any folder in Outlook 2003/2007.