Searching for a Broker

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Searching for a Broker

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Once a record has been entered into the databse, it can be retrieved for viewing and changing. A
search tool is provided using the broker ID or the Broker's name as the search criteria.

 

 

1.Choose [Brokers] from the top menu to display the broker window.

 

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2.Enter the Broker ID or the Broker's name (a partial entry will do) in the Seach panel at the
bottom of the Side Menu. Press <Enter> or click GO to commence the search. Asuccessful
search will display a thumbnail of the broker's record. Note: choosing go without entering
a search criteria will return up to 100 records for you to browse.
 
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3.To open the located record, click on the clip2809 symbol in the broker record thumbnail. The
record will display.
 
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4.Additional tabs along the top of the broker's record enabling access to further
details such as the full address and the broker's contacts.

 

5.Click on the <Addresses> button in the detail tabs to display an address thumbnail. Click on
the clip2809 symbol in the thumbnail to open the full address record.

 

6.To return to the broker detail window, click the Broker Detail title bar in the Main
Window.