To Assign People to records, follow the steps below:
From the GAPR Outline view
You can enter directly into the Who field by using In-Place editing. To do so, click in the Who field to activate it for editing
Enter the initials of the user
Or, you can click the Eellipsis (the three dots) shown below which opens the ManagePro Who Dialog window
The ManagePro Who Dialog will be displayed
If you do not see the user name listed, click the Enterprise Tab. The Enterprise Tab displays all people in the database.
Place a check next to all those you would like to assign, then switch back to the Personal Tab
This step above makes these users available for assignment and displays them on the Personal Tab.
You can check those that you would like to assign to records by check the box next to their name in the Assigned
Column.
Your Results are Displayed in the Who Field
