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36.1 Overview |
  
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36.1 Overview |
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36.1.1 The Register is used to record information or store documents related to a Client or Job.
Record phone calls, messages, notes or link documents such as Plans, Drawings, Maps, Photographs, Faxes, Contracts, Legal documents, Complaints, Invoice, Quote or any other type of document. Phone Messages entered via the Phone Messages screen is also stored in the Register with 'Message' as Register type.
When done properly, the Register gives a history of what transpired between you and your client, what documents were sent/received or the status of a particular job.
36.1.2 The Register is integrated into the other portions of Latitude.
For example, if you have added a plan to the Register, with a plan number of DP1234, and later on you add a Job/Project and know you will need DP1234, in the DP field on the Job/Project screen you enter DP1234 into the DP (Plan) field and double-click it. Latitude will search the Register and find that you already have DP1234 in the office and where it is stored.
See the section on Jobs/Project in this Latitude How To Guide for more information.