Custom Info

Custom Info

From the DockMaster menu, select Sales Management > Prospects Functions > Prospects > Custom Info

Custom Info [tab]

Miscellaneous Info

These fields allow for additional information to be entered for the Prospect. Create the prompts for this tab from the program Custom Prompts on the Utilities menu in System Administration. Data Value - Enter the information pertinent to this Miscellaneous field. The data will be verified based on the Format Type previously defined for that field.

Miscellaneous Attachments

These fields allow for miscellaneous attachments to be added to the Prospect file.