Accessing a profile window from a field
The term master file refers to profiles for the entities used in the operation of your business. For example, you must create a profile for each company with which you do business.
You can access these types of profiles:
• Company
• Driver
• Tractor
• Trailer
• Carrier
• Commodity
• City
In CRMRight, you can display the profile for an entity from any field that displays this information.
1. Right-click in the field.
2. From the shortcut menu, select View Profile.
If you are authorized to do so, you can modify a profile after accessing it.
For some ID fields, the
View Profile icon is shown to the right. You can double-click the icon to open the profile window for that record.
You can also open the profile for that record by placing the cursor in the field and pressing CTRL+ALT+P.
