Closing records can be accessed from the Listings/Closings tab of a contact record or from the Closings Summary screen.
To find and view a closing:
Open the Closings Summary screen.
How?
Use the Show drop-down to select the status of the closing you want to find.
To narrow down the list further, click the More Options link:
Use the Status drop-down to find closings only of a certain status.
Use the Closing Date fields to specify a date range. Manually type a date range or click in each field to open the calendar pop-up.
Click the Show Closings button.
Click on the closing's row to view the closing record.
Tip: To view multiple closings, select the check boxes beside the closings you want to view, and then click the Mass Open link. Click the <Prev and Next> links at the bottom of the screen to view the selected closings.
To open recently-viewed closings:
You can quickly open any of the last three closings that you have recently accessed, saving you the time normally required to search for them.
Open the Listings Landing screen.
How?
From the Closings section, click any of the Last Viewed closings to view their closing records.
