4.3 Lightbox

You can obtain a list of commonly accessed contracts in the Lightbox section of the database.

The contracts can be added to Lightbox by selecting them from the search results in Sales contracts> search and pressing the right button, as shown in the picture below.

airsales_lightbox

add_asset_in_lightbox

All (Type of contract)

Options available in the parameter are:

• Proposal running

• Proposal approved

• Proposal to evaluate

• Proposal archived

• Proposal to evaluate

• Expired

• Proposal to schedule

• Proposal to the customer

• Proposal to customer rejected

• Order

• All

Order No.: Specify the order number assigned to the contract.

Code: Specify the code assigned to the contract.

Contract description: Filter contracts that match the short description entered in this field.

Line description: Filter contracts whose line description matches the short description entered in this field.

Customer: Specify a customer name or email address matching the value entered in this field.

Account Executive: Instead of a custom name, you can enter the name of the account executive related to the search criteria provided above.