Number

Internally generated number. This can be manually changed from the default to any free text value.

Full Name

Full name of the client. Click the Full Name copy button to copy the information entered on the Simple tab or manually enter a full name.

Salutation

Salutation of the client. Click the Salutation copy button to copy the information entered on the Simple tab or manually enter a salutation.

Report/Search Name

Surname(s) of the client. Click the Report/Search Name copy button to copy the information entered on the Simple tab or manually enter a report/search name.

Client Type

Type of client. Click the Client Type popup button to select. Standard selections include: 

• Personal
• Corporate

Priority

Priority assigned to the client. Click the Priority popup button to select. Standard selections include: 

• Normal
• High

Captured Date

Date the sales lead was captured.

Captured Time

Time the sales lead was captured.

Captured By/Operator

Salesperson who captured the sales lead. Click the Captured By/Operator popup button to select.

Operator Notes

Free text area for notes regarding the sales lead.

Number

Number of the file. Internally generated number. This can be manually entered by clicking theEnter File Number button.

Created

Date the file was created. The default is today's date.

Physical File?

Is there a physical file associated with the file?

Example: A filing cabinet that stores a physical folder containing documents associated with the file.

• No (default): A physical folder associated with the file is not available.
• Yes: A physical folder associated with the file is available.

Unit Development?

Is the job a unit development? 

• No (default): The development is not a unit.
• Yes: The development is a unit.

Dwelling Count

Number of dwellings contained in the file.

File Notes

Free text area for notes regarding the file.

Accounts Reference

Reference to this file from a third party software package.

Sale Type

Sale type allocated to the client file. Click the Sale Type popup button to select.

Example: Display, House & Land, Spec, Order, etc.

Select Land

Land selection option.

If the sale type does not require enterprise land, then this option is not applicable and the field is locked. If the sale type requires enterprise land, click the Select Land popup button to select.

Accounts Reference

Reference to this land from a third party software package.

Job Number

Number of the job. Internally generated number. This can be manually entered by clicking theEnter Job Number button.

Job Type

Type of job being constructed. Click the Job Type popup button to select.

Example: Englobo Land Job, Estate Job, Estate Stage Job, Single Lot - Land Only Job, Single Lot - Land & Building(s).

Job Name/Title

Name for the job, if it is to be identifiable by something other than the address.

Job Description

Description of the job.

Reference (Client Job #)

External system client job number reference.

Reference (Client PO #)

External system client purchase order number reference.

Primary Salesperson

Primary salesperson for the job. Click the Primary Salesperson popup button to select.

Location

Location where the job was sold. Click the Location popup button to select.