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Client And Contact Management Context Bar
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Description
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Client #
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Client number.
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Type
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Client type.
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File/Job
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File and job number.
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Client
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Name of the client.
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Client Address
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Current home address of the client.
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Address
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Job address.
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Contact
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Primary contact person. Click to cycle available contacts.
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Salutation
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Preferred name of the contact.
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Contact Details
Contact details for the client. Click to cycle available contact details.
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Cycling through Clients
Selecting the 
icon will load the next most recently accessed Job.
Cycling through Contacts & Numbers
Selecting the icon next to Contact: will display the next Contact associated with the Client.
Using the icon next to the Contact Number field will cycle through any of the different number records, including After Hours, Email, Mobile etc.
Please see details of Launching Email below.
Production Management Context Bar
Cycling through Jobs
Selecting the icon will load the next most recently accessed Job.
Cycling through Contacts & Numbers
Selecting the icon next to Contact: will display the next Contact associated with the Job.
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Land Management Context Bar
Field | Description |
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Available | Land availability status. |
File | File number. |
Job | Job number. |
Land Address | Land address. |
Client | Name of the client. |
Estate | Land estate details. |
Stage | Land stage details. |
Variation Price Book Context Bar
Field | Description |
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Version | Current version of the Variation Price Book (VPB). |
Status | Current status of the VPB. |
VPB Name | Name of the VPB. |
Section | Currently selected section of the VPB. |
Created | Date the VPB was created. |
Effective | Date the VPB is effective from. |
Published | Date the VPB was published. |
Report Management Context Bar
Field | Description |
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Enterprise | Current enterprise. |
Division | Current division. |
Region | Current region. |
Region/Division | Current region/division. |
Security Context Bar
Field | Description |
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Enterprise | Current enterprise. |
Division | Current division. |
Region | Current region. |
Region/Division | Current region/division. |
Administration Context Bar
Field | Description |
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Enterprise | Current enterprise. |
Division | Current division. |
Region | Current region. |
Region/Division | Current region/division. |