How to...
These help topics provide step-by-step instructions for some basic tasks that you will perform regardless of the area of Business Development that you are working in.
How to...
To display a set of instructions, click the topic title in this list.
- Select a Record to View or Edit
Use the field immediately above the opportunity, company, or contact name to locate and select the record that you want to view or edit. - Use a Custom Search
If the default searches (Active, All, and Mine) for locating and selecting records are not satisfactory, you can create custom searches. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again. - Edit or Delete a Saved Custom Search
You can make changes to a saved custom search that you added, and you can delete custom searches that you no longer need. However, you cannot change or delete the iAccess standard searches. - Edit a Saved Custom Search and Save It As a New Search
You can create a new saved custom search by making changes to an existing saved search and saving it with a different search name. - Add or Change Opportunities,
Companies, and Contacts
Use the Add form for an area to add new records for that area. To enter additional information or change existing information for a record, display the record and make your changes directly on the tabs in that area. - Work with Grids
Much of the information for opportunities, companies, and contacts is entered and displayed in grids. For example, when you enter a new milestone for an opportunity, you add it to a grid that also contains all of the previously entered milestones. - Save Your Work
In some cases, you click a save icon or button to save your work, and in others, iAccess saves your work automatically. - Connect to GovWin IQ
If your firm has implemented integration of iAccess with GovWin IQ, use the My Settings dialog box to connect to GovWin IQ from iAccess. - Send a Link to a Record to Another User
You can send a link to a specific record in iAccess (an opportunity, for example) to a co-worker, and that person can use the link to go directly to that record.
Parent Topic: Business Development Basics