How to...

As you use the Business Development workspace, you will perform some basic tasks that apply to more than one area of the workspace.

Related topics:

  • Select a Record to View or Edit
    Use the field immediately above the opportunity, company, or contact name to locate and select the record that you want to view or edit.
  • Use a Custom Search
    If the standard saved searches for locating and selecting records are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
  • Edit or Delete a Saved Custom Search
    You can make changes to a saved custom search that you added, and you can delete custom searches that you no longer need. However, you cannot change or delete the iAccess standard searches.
  • Edit a Saved Custom Search and Save It As a New Search
    You can create a new saved custom search by making changes to an existing saved search and saving it with a different search name.
  • Add or Change Opportunities, Companies, and Contacts
    Use the Add form for an area to add new records for that area. To enter additional information or change existing information for a record, display the record and make your changes directly on the tabs in that area.
  • Work with Grids
    Much of the information for opportunities, companies, and contacts is entered and displayed in grids. For example, when you enter a new milestone for an opportunity, you add it to a grid that also contains all of the previously entered milestones.
  • Save Your Work
    In some cases, you click a save icon or button to save your work, and in others, iAccess saves your work automatically.
  • Connect to GovWin IQ
    If your firm has implemented integration of iAccess with GovWin IQ, use the My Settings dialog box to connect to GovWin IQ from iAccess.
  • Assign an Image to a Record
    You can upload an image (for example, a company logo or a contact photograph) to iAccess so that you can assign it to an opportunity, company, contact, or employee, or you can select an image from the library of images supplied with iAccess. If you do not assign an image, iAccess uses a default image.
  • Send a Link to a Record to Another User
    You can send a link to a specific record in iAccess (an opportunity, for example) to a co-worker, and that person can use the link to go directly to that record.
Parent Topic: Business Development Basics