The QL Access screen can be accessed from the following screens:
- Importing Prospects from TeamBid (through AR: Customer Master File)
- Position Descriptions
- TB: Area Rollover
- TB: Prospect Master File
- TB: Prospect Rollover
- TB: Workloading/Bidding
- TB: Workload Recap
The QL Use screen enables you to filter for specific records.
You can filter the records based on Prospect Name, Address, City, State, Zip Code, Attention, Prospect Type, Version Type, Building Type, and Active.
Shortcuts
- Press ALT + S to Search
- Press ALT + A to Select All (only available on screens that allow more than one selection)
- Press ALT + L to Select
- Press ALT + C to Cancel
Related Information
Key Functionality
Filter Criteria
You can filter the records based on Prospect Name, Address, City, State, Zip Code, Attention, Prospect Type, Version Type, Building Type, and Active.
Field Chooser
Use the Field Chooser to select the columns you wish to be displayed in the grid.
For information on grid functionality see Understanding Grids and Using the Filter Row Feature.
Select All button
Click the Select All button (or press ALT + A) to select all records to include in the recordset.
Select button
Click the Select button or press Alt+ L to view the selected record. This is the default selection.
Cancel button
Click the Cancel button (or press ALT + C) to close the Lookup without selecting records.