Clicking this icon activates Flag Mode. This allows you to identify strengths or red flags in each section of the sheet.
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.
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.
Click this icon to add a new item or enter data in the section.
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.
After you have entered data in a section that has multiple entries available, you can click Done to exit the section.
Single select lists:
When the selections are radio buttons, it indicates one selection may be made.
Clicking on the magnifying glass will open a search function. The window will first display any contacts associated with the account, by default.
Fig. 51, Contacts 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. 51a, Search
The calendar tool opens a calendar to allow you to select a date. Click the X to the right of the calendar to close it.
Fig. 52, Calendar tool
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