BookRunner® User Tip #15
Did
you know that…
BookRunner® allows you to append specific text to a deal confirmation
letter based on the individual transaction, company or location selected?
You can assign confirmation text for a transaction by: selecting a confirmation
code (created on the Confirmation form (RB105)) in the ‘Confirm Code’
field on a Transaction Input form, setting the ‘Confirm Info’ section
on the Location form (RB111), setting the ‘Confirm Close’ section on the
Company form (RB119), or populating the ‘Comments’ section on the Confirmation
Status form (RB129).
BookRunner® User Tip #16
Did
you know that…
You can navigate directly to a form if you know the form number? Go to
the BookRunner® Splash screen and enter the form number (i.e., RB105)
into the ‘Go To’ field and then hit <Enter>. The form automatically
opens up for you!