There are five basic paths to find and enter information in the WinMORE System:
- Pop-up windows
- Associate Lookup Box
- Speed keys
Simply click on a menu title to access that particular type of WinMORE function. The WinMORE menus give you access to all WinMORE functions.
- Enter: perform data entry functions like entering Disbursement Authorizations (DAs).
- Print: print standard reports throughout the month.
- Month-end: print specific month-end reports and to close the month.
- Year-end: print specific year-end reports and to close the year.
- Setup: control setup options; perform WinMORE maintenance tasks and system backups.
- Other: create your own reports.
- Internet: access popular Keller Williams websites.
Pop-up windows allow you to choose from a list of options associated with a data entry field. Press Alt + down arrow key at the same time to display a pop-up window. Choosing an option from a pop-up window copies it into the data entry field from which you called the pop-up. Select an item from the pop-up window to fill in the field.
Tip: Type in the first few letters of your search item and click the down arrow to select from the narrowed list.
Associate Lookup Box
Lookups allow you to search for an Associate for entry into a data window or to search. When you need to look up information about an associate, click inside a field that has this functionality and then press Alt + down arrow key at the same time on your keyboard to display a Lookup window. Lookup windows allow you to select from three different search options:
- Name Search – search by first and/or last name
- Active List – select from a list of Associates with a status equal to “A”
- Status – select from a list of Associates with a status equal to the status you choose.
Speed keys allow you to move through WinMORE with dexterity. Use these speed keys on your keyboard.
- Use the Tab key to move to the next field.
- Press Alt + down arrow key to display a pop-up window or a lookup.
- F9 to Save a record instead of using your mouse to click save Back to Overview Next; How Information is Organized in WinMORE