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Using Prospect

Prospect currently has one option: Prospect, which works in conjunction with eSite.

Device Limitations for Prospect

Prospect is designed to be used in portrait orientation only.

Prospect is available for the following devices only:

• Android Operating System - Android devices with a screen size more than 7 inches.
• iOS Operating System - The iPad.

Using the Prospect Feature

About Prospect

The Prospect feature provides users with the ability to add or edit Guest Cards, User Defined memos, and Free Form memos. Prospect has been designed with simplicity in setup and ease of use as the primary focuses.

• Prospect does not support the Global Guest Card or copy Guest Card functionality, nor printing of reports and letters. For these functions, using eSite is required.

• Users are able to work with Guest Cards for properties that they have access to.

Procedures

To Add or Edit a Guest Card

1. After logging into QuickTask, tap the Prospect icon . Properties you have access to appear.
2. Tap a Property. Any existing Guest Cards appear for that property. If there are no Guest Cards, the list will be blank.
3. Follow instructions for To Add a Guest Card or To Edit a Guest Card.

TO ADD A GUEST CARD

1. Tap the plus sign + at the top right corner of the page.
2. Enter information in the fields.
   
• For help completing fields, refer to the eSite help.
• When you tap a field, some fields provide you with a list to select from.
• Other fields require that you type into the field using the on-screen keyboard that appears.
• Required fields have an asterisk ( * ).
• NOTE that you may have to tap the close keyboard key when the keyboard is open but you are unable to select anything else on the page.
  • Android OS - Close keyboard is located in the lower-center area of the screen.
  • iOS - Close keyboard is located in the lower right corner of the screen.
3. When done entering information:
   1. Tap close keyboard key, if necessary;
   2. Swipe to the bottom of the page; and then
   3. Tap Save Guest Card.

TO EDIT A GUEST CARD

1. Tap a Guest Card to open it.
2. Edit fields.

• For help completing fields, refer to the eSite help.
• NOTE that you may have to tap the close keyboard key ( / ) when the keyboard is open but you are unable to select anything else on the page.

3. When done entering information:
   1. Tap close keyboard key, if necessary;
   2. Swipe to the bottom of the page; and then
   3. Tap Save Guest Card.

To Add or Edit a Guest Card Memo

1. After logging into QuickTask, tap the Prospect icon . Properties you have access to appear.
2. Tap a Property. Any existing Guest Cards appear for that property. If there are no Guest Cards, the list will be blank.
3. Follow instructions for To Attach a Memo to a Guest Card or To Edit a Guest Card Memo.

TO ATTACH A MEMO TO A GUEST CARD

1. Tap a Guest Card to open it.
2. Tap the Notepad icon ( / ) in the upper-right corner and then tap Show Memos. Any existing memos appear for that Guest Card. If no memos exist, the list will be blank.
3. Tap the plus sign + at the top-right corner of the page.
4. Select Free Form Memo or Required Guest Card Memo. The memo form opens.
   
• For help completing fields, refer to the eSite help.
• When you tap a field, some fields provide you with a list to select from.
• Other fields require that you type into the field using the on-screen keyboard that appears.
• Required fields have an asterisk ( * ).
• NOTE that you may have to tap the close keyboard key when the keyboard is open but you are unable to select anything else on the page.
  • Android OS - Close keyboard is located in the lower-center area of the screen.
  • iOS - Close keyboard is located in the lower right corner of the screen.
5. When done entering information:
   1. Tap close keyboard key ( / ), if necessary;
   2. Swipe to the bottom of the page; and then
   3. Tap Save Guest Memo.

TO EDIT A GUEST CARD MEMO

1. Tap a Guest Card to open it.
2. Tap the Notepad icon ( / ) in the upper-right corner and then tap Show Memos. Any existing memos appear for that Guest Card. If no memos exist, the list will be blank. In this case, refer to instructions To Attach a Memo to a Guest Card.

3. Tap the Guest Card you want to edit. Editable Guest Cards show Effective and Expiration dates on the right side of the line followed by “ > “.

4. Edit the memo.

5. When done entering information:
   1. Tap close keyboard key ( / ), if necessary;
   2. Swipe to the bottom of the page; and then
   3. Tap Save Guest Memo.

Setup Considerations

Required Setup

Users are able to work with Guest Cards for properties that they have access to.

eSite—Setup—Security—User Property Access

eSite—Setup—Security—Group Property Access

See Also

Overview of QuickTask Property Management

Welcome to Infor Property Management - Home Tab