My Sales Folder

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My Sales Folder

The chart of sales folders found at the top left of the main screen is where you set up your sales folders. The folder “My Sales” will always be there and you cannot delete it – it is the foundation of your sales folder. You can create as many folders and subfolders from “My Sales” as you would like.

These sales folders are created so that you can pull sales from the Enterprise DataLog and work with them without affecting the original sale sheet. This is ideal if you need to edit the land table or the improvements of a sale for a specific appraisal project. The idea is that once you have created or edited a sale within your “My Sales” directory, you post it into the Enterprise DataLog so that everyone on your network has access to this new or edited sale.

The sales contained within the folder selected are displayed to the right of this section in the sales grid.

NOTE: You can transfer sales directly from the DataLog into your appraisal reports. You should ALWAYS create your sale within the DataLog, not ClickFORMS. This eliminates extra time spent creating the sale twice – once for ClickFORMS and once for the DataLog.

CREATING A NEW FOLDER

To create a new folder, simply right click on “My Sales” and select “Create New Folder” or click on “My Sales” to highlight it and then go to the menu “Folders” and select “Create New Folder”. A new folder will appear beneath “My Sales” and you will be able to name it. If you wish to create a subfolder of a folder under “My Sales”, simply click on the folder you want to create a subfolder for, right click on the folder, and select “Create New Folder”. You can create as many folders as you would like, but you should not have very many since the sales ought to be going in and then back out again, unless you have several private sales that you do not wish to share with others.

EDITING AND DELETING A FOLDER

If you wish to rename the folder you just created, you can either right click on the folder and select “Rename Folder” or you can go to the “Folders” menu and select “Rename Folder”. Simply type in the corrected name and press the Enter key to save it.

If you wish to delete a folder that you are finished with, you can either right click on the folder and select “Delete Folder” or you can go to the “Folders” menu and select “Delete Folder”. Once the folder is deleted, there is no undo option.