Use the Consultant Type Lookup

The Consultant Type lookup displays the various consultants, their defined type (Reimbursable or Direct), and associated account number (as assigned in Vision). Use this lookup to select the consultants that are associated with the current plan.

To use the Consultant Type lookup, complete the following steps:

1. Click in the Consultant Type field on the Consultants grid. The Consultant Type lookup displays. You can click each column heading to sort by the respective column.
2. Use the Search feature to further refine your lookup results.
3. Select one or more records from the results.
4. Click Finish.