Browsing for Resources
Using the Browse tab, you can find a list of staff or non-staff resources within a specific company, region, division or office. The list refreshes each time you make a selection.
                                                        
 The list refreshes each time you make a selection. The Resource's name and contact information appear in the form from which you accessed Resource Lookup.  | 
                                                
To forward (refer) resource details (non-staff resource type only)
                                            
                                                        
 The row expands to show e-mail and other text boxes. You can add other e-mail addresses in the To text box as long as you separate the addresses with a comma (,) or semicolon (;). Only the first address will be shown to all recipients. Note: You cannot edit the From address. The window does not change.  | 
                                                
Reference
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                                                         Select Artifacts  | 
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                                                         Resource Type  | 
                                                    
                                                         Select Staff for resources within your company or Non-staff for third-party or contracted resources. If you select Non-Staff, another list may appear so you can limit the list to include only certain types of resources, such as appraisers or body shops.  | 
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                                                         Company, Region, Division, Office  | 
                                                    
                                                         The hierarchy of the company's organization. Some options may not have individual items to select.  | 
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                                                         Search Results  | 
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                                                         Name  | 
                                                    
                                                         The resource's name.  | 
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                                                         ID  | 
                                                    
                                                         The resource's identification number.  | 
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                                                         Type  | 
                                                    
                                                         The resource's category (staff, non-staff, body shop).*  | 
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                                                         Address  | 
                                                    
                                                         The resource's physical address.  | 
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                                                         Contact  | 
                                                    
                                                         The resource's telephone, fax, and e-mail address.  | 
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                                                         Comment  | 
                                                    
                                                         Any comments entered for the resource by your administrative user. (Shop only)  | 
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                                                         Click to select the resource and return to the previous window.  | 
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                                                         Click to cancel any selections and return to the previous screen.  | 
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Forward (refer) Screen Components
                                            
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                                                         From  | 
                                                    
                                                         A system defined (i.e., not your) e-mail address.  | 
                                                
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                                                         To  | 
                                                    
                                                         Enter the caller's e-mail address. You can enter additional e-mail addresses separated by either a comma (,) or semicolon (;). Only the first e-mail address is visible to the recipients.  | 
                                                
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                                                         CC to self  | 
                                                    
                                                         Select this check box to receive a copy of the e-mail message. This is recommended so you can see what the caller sees.  | 
                                                
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                                                         Subject  | 
                                                    
                                                         The subject of the outgoing message is pre-populated. If necessary, you can edit the subject of the message.  | 
                                                
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                                                         Additional Notes  | 
                                                    
                                                         Enter any additional text you think the caller would find helpful or even a personal greeting.  | 
                                                
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                                                         Include link to map  | 
                                                    
                                                         Select this check box to include a link to the map in the e-mail message.  | 
                                                
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                                                         Select this check box to include a link to the directions in the e-mail message. (Only available if you enter the caller's full street address.)  | 
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                                                         Click to send the resource details to the recipients.  | 
                                                
See Also





