
| Unit
Record Keeping
Back
The Notes field allows you to record up to 20 type-written pages of free form data. In the DCMS, the Notes field is prominently displayed on the screen. In the interest of security, you can pull the Notes field down over the credit card numbers by un-clicking the "Show Credit Cards" check box in the Navigation column. Note that the DCMS also indicates that a card is expired, by displaying it in red. The star beside the consultant's name indicates which star she earned so far this quarter. Above the star is the value of her wholesale production so far this quarter. There is a lot of flexibility in how you display the information. You can sort the display of names in five ways; you can restrict the view of records to only selected names. Using this capability, you can, for instance, restrict the view to Prospective Recruits, and display them one by one - calling each to invite them to next week's guest night. Or you can zero in on Consultants who live in a remote location, like a city in another state, so you can call them all before traveling there. There is just so much information, you'll never be out of touch!
Again, with information like
this at your fingertips, how can you not lead your unit to success?
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