Third Party Log Screen

Third Party LogThird Party Log
The PPS Third Party Log is a screen that shows a comprehensive range of information for each individual party. It will display the third party name, address and contact details, then a summary of any additional information.

Folder Structure
The “folder” structure on the left of the screen can show selected categories only. For example, if you click on the “Accounts” folder, then the main list will only show accounts information. Some of these folders have “sub-categories” – use the small + button next to the folder to open up any sub category folders to define your main central list even further.

The main section of the Third Party Log screen shows a “journal” of all records you have created for that party. Any records in the Third Party Log can be shown in the “Journal” list by highlighting the record and selecting Open from the toolbar, or by double-clicking on the entry in the list.

Auto Preview
You can switch the Auto-Preview pane on and off when required, which will show details of the currently selected record in the central list. This can save time if you compare this method to opening each individual item that you wish to view.

Certain record types can be printed from the Third Party Log, such as Invoices Letters. Just highlight the record in the list and click the Print button.

Colour Status
Certain records in PPS such as Accounts and Activities use colours to indicate their status. At the bottom of the Third Party Log screen there are several “Status” buttons that you can select to “filter” records shown in the list, for example you can select to include/exclude records with a Purple (completed) status. The default setting is to “include” these records, click each button to “exclude” these records from the list -you will notice that the tick then has a line though it when excluded.

 

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