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External Data

Active ToolsPlay Video

These additional data tools allow users with larger screens to more easily view and edit related data without the need to load a separate window each time

Key Features

  • Open a separate 'live' window for Rate Buildup, Notes, Links and other data
  • Data automatically loaded into these windows as you step through the main table
  • May be positioned anywhere on your screen (position saved for each user)
  • User adjustable layout (saved)
  • Can be closed at any time
  • Works together with the overlay window (F7)

Tips

  1. These views are particularly useful for stepping through bill items looking for linked information or build up details
  2. You can turn them on/off individually or together