Assignment PowerView

The Assignment PowerView contains all of the basic order information, report contacts, subject information, and additional information like an order map and directions to the subject property. It can be filled out without the need to have a major form in the report. Once you add a major form to the report, any relevant data transfers to the new form.

To edit the report's order information:

Assignment Tab

  1. In a report in TOTAL, click the Assignment PowerView tab at the top of the screen.
  2. Fill out the details in the report's order form.

To add contacts to your report, do one of the following: