Use the Consultant Type Lookup

The Consultant Type lookup displays a list of consultants and their various details. This list is derived from their defined Type, which is either Reimbursable or Direct, as well as their associated account number that is assigned in Vision. Use this lookup to select the consultants that are associated with the current plan.

To use the Consultant Type lookup, complete the following steps:

1. Click in the Consultant Type field on the Consultants grid. The Consultant Type lookup displays. You can click each column heading to sort by the respective column.
2. Use the Search feature to further refine your lookup results.
3. Select one or more records from the results.
4. Click Select.