Managing a Selected List

Customer/Account drop-down list  field

Display items in the list for a selected customer or account. Enter or select an option from the list.  

Notes field

Edit or enter any notes you want to have available when viewing the list.

Offer Sheet List, Ladder List, and Reminder List tabs

Click the tabs to display the items in different list types.

Select the check box for an item on which to perform an additional action (buy, delete, watch, add to favorites, etc.).

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Create a Buy ticket for the item (or items, when enabled).

Delete the selected items from the list. Select the check box for each item you want to delete from the list. Then click the button.

Add the selected items to your Watched Items list.

Add this list to your Favorites list.

Compare the selected items. Select the check box for up to five items to compare.  Then click the button.

Add additional bonds to the list.

Update one or more editable properties (quantity, sales credit/commission, sales basis) for all items in the list.

Send the selected items to another user.

Create a PDF version of the ladder or offer sheet.

Toggle the AutoCalc feature on and off. When the feature is on, numeric value changes to items in the list are automatically calculated and updated. When the feature is off, you must manually trigger the calculations when you have finished making changes.  

Click to manually trigger the AutoCalc function.  

Display the Customize overlay to customize the appearance of the list.

Print the Reminder list.

Save any changes made to the list.