You will see various icons on the sheet. Each icon has a specific function.
Flag mode:
Clicking this icon activates Flag Mode. This allows you to identify strengths or red flags in each section of the sheet.
Sort icon:
Click to sort the rows. First click sorts by ascending order, the second click sorts by descending order, and the third click removes the sort.
Repository icon:
This icon displays if your organization has added a list of suggested items for the section. Select any item that appears in the list to add it to your blue sheet.
Move icon:
This icon will appear next to a row of data that you have entered.
To move an item and change it’s order, click on this icon and drag the item to a new row position in the section.
Trash can icon:
The trash can icon will appear if you open a row and do not enter any data. You will be prompted to delete the row by clicking the trash can.
Done:
After you have entered data in a section that has multiple entries available, you can click Done to exit the section.
Mulit-select lists:
When the check boxes are square, it indicates multiple selections made be made.
Single select lists:
When the selections are radio buttons, it indicates one selection may be made.
Search:
Clicking on the magnifying glass will open a search function. The window will first display any contacts associated with the account, by default.
Fig. 7f, Contact List
To go to Search, click on the Search tab. Enter a first name, last name, or account. You may also search using the first letter of any of the search choices. Then click Go.
Fig. 7g, Search
Calendar icon:
In sections where dates are entered, click on this icon to open a calendar.
Fig. 7h, The calendar
Select the Month and Year, then the date. Then click the X to close the calendar.
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