Browse Prospects

This will list all the prospects by Name.   You can click on each column heading to change the order the prospects are displayed in.

 

The tabs at the top will change which records are displayed.

 

Use this button to add new prospects.

 

Update Prospects   go there

 

Enter part of the insured name and press tab to find them

 

Click on this button to change prospect information.

 

This button allows you to view the current record, but not change it

 

This will allow you to delete the current record.

 

Click on the first letter of the insured's name.   This will take you to the first record that starts with that letter.

 

This will print a envelope for the highlighted client.

 

This will take you to the wordprocessing for that prospect.

 

This will take you to the images for the highlighted record.   This is a option for Amsoft.

 

This will export files to ASCII or excell.