Fields are spaces for entering data. Each field has a label, such as Acct # or Name. Information that you enter in a field in WinMORE is saved in a record within a table.
Default values are values that the system will enter into a field by default if you do not make an entry. They are calculated by or stored within the program. If a default value exists for the field, it will be displayed in that field. To accept the default value, press the Tab or Enter key through it. To override a default, type a new value in that field.
NOTE: Once you start entering data into a field, its default value is no longer displayed. To delete typed data and use the default, use the delete key to remove what you typed. Then, exit the field with the Tab or Enter key. Then, return to that field. The default value will appear again. Press Tab or Enter to accept it.
All of the information that you type in a set of fields in a window (or windows) goes into a record. For example, all of the information for each field on the Associate Entry window is stored in a single record.
Each record has a unique identifier, enabling the system to find that record when needed. The first field in a data entry window displays the key for that particular record. For example, DA # on the DA screen is the key field for the records in the DA table. When creating a key for a co-broker, a vendor, or a title company, use a system that will enable you to find the record easily. One system is to use the first three alphanumeric characters (letters or numbers) of the company’s name followed by a two-digit sequence number.
Records are stored in tables. Each table houses a different type of information. The most common used tables are:
|AGENTS||Associate information from the Associate Entry window|
|DA||DA information from the DA Entry window|
|AGT_TRANS||Associate detail information from the DA Entry - Associate Detail window|
|DA_TRANS||Outside broker, co-broker, and deduction information from the DA Entry- Associate Detail window|
|LISTINGS||Historical listing data for Property and lease listings that were entered prior to CloudMORE Listings|
|ALL_AGENTS||All associates in KW for Profit Share|
To learn about creating your own reports to get information from this data review the Ad_Hoc reporting article.