6.14.3 Individual Contacts - Products On Loan
The Products On Loan screen will
show the details of any demo stock products that have been loaned to the
selected contact, including the condition of the product and the term of the
To add a new product, click the New button
and fill in the appropriate details. For a product to be available to loan to a
contact it must first be assigned to an employee. Please see Products on Loan on
the Employees window to complete this first step.
Clicking the New Products on Loan in the
lower right hand corner of the screen will open the screen you see below for you
to enter the details of any Products on Loan to this Individual
Save your changes when you are finished and
the details of this product will be viewable through the Customer's file on the
previous screen in Tradepoint.