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6. A & D - 5.2.4. Create a Customer Refund
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6. A & D
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Architectual & Design Community Database
A&DMenuOption.JPG
The A & D database options have their own menu structure. Access to the A & D list may be restricted by user permissions (See Permissions).
There are 3 options available under the A & D menu item; A & D List, Create a New A & D Firm and Search A & D Firms.
A & D firms can be added to the A & D database and once added here, they can be applied to Proposals in the Proposal Project Info tab. This database is in place now to support future reporting development. Reporting options are being developed to allow you to search proposals using the A & D information in your Proposals. This may be important to you to allow you to see which A & D firms you are getting customers from and possibly which firms you want to focus more on in getting more business opportunities from.
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6.1. A & D List