Enter Information dialog box is opened by selecting Search in the History Panel or by selecting Add or Edit in the Referral Setup dialog box.
Search Criteria field allows you to enter a text string on which The system will
search the Part Number and Description fields of the history records displayed
in the History Panel. Once you have conducted your search, only those history
record(s) which match your request are displayed in the History
To initiate a History Record word search:
1. In the
History Panel, select Search.
Enter Information dialog box displays.
the text you wish to search for (Battery,
Oil Change, etc.).
4. You are
returned to the History Panel, with only those history records matching your
Enter information dialog box is opened by selecting Add or Edit in the Referral Setup dialog box. Enter a new
referral source (Newspaper Ad, for example) and choose Ok. The new referral source is
added to the list.