The Assignment PowerView contains a series of icons and tools within many of your forms that can help you to fill them out with the appropriate data more quickly.
With a bit of forethought, QuickLists can be a great way to quickly fill out subject data that relates to a specific neighborhood. In other words, if the neighborhood characteristics in your area are similar enough, you may want to create and use QuickLists that fill out the related fields with specific neighborhood information about each neighborhood in your area, depending on which neighborhood QuickList you use.
) appears next to a field,
the contact in that field is unique. This means it was manually
entered or selected from the Contacts
Database and wasn't transferred from another field
) appears next to a field, the
contact in that field was transferred from the Lender field.
) appears next to a field, the
contact in that field was transferred from the Bill To field.
) appears next to a field, the
contact in that field was transferred from the Client field.
) appears next to a field, the
contact in that field was transferred from the Ship To field.