Lookup lists make it easy to find account numbers, job numbers, and more while you're working. They show basic information about clients, contacts, jobs, vendors, job types, status codes, and the task table.

The list is updated every time the lookup window is opened, getting the information it needs from your database.

To find something using a lookup list

Lookup lists can be opened whenever you want using the Lookup menu.

For example, to find a client:

1 Choose Lookup > Clients.

The client lookup list account shows numbers, names, contacts, and phone numbers (the columns can't be changed).

2 Click on a client record to select and use it.

All of the other Lookup Lists work in the same way

Clients
Shows account number; organization name; primary contact and phone.

Contacts
Shows first name; last name; organization; office phone; kind (i.e., active, inactive, prospect, cold call, etc.)

Jobs
Shows job number; client number; job name/title; AE/team; priority. The jobs lookup list shows only open jobs when opened. A job list showing the jobs currently displayed on the lookup list can be printed by clicking the print button. Clicking on a linked job in the lookup list jumps to the Job Ticket window.

Vendors
Shows account number; organization name; contact name; phone numbers; fax number.

Task Table
Shows task code; task description; group; kind (i.e., scheduling, estimating).

Status Codes
Shows status number; status description; status category (i.e., pending, work in progress, finished, or closed).

Job Types/Spec Sheets
Shows job type name and description.