Edit

The system has numerous edit screens which all work the same way as the following example (the Customer Information edit screen).

The screen consists of three areas:
(1) basic information - this area contains the things that there is only one of for the item being edited

(2) the bottom buttons as follows: (there may be others as well but these are the standard ones)
Apply - update the item with the changes made but do not close the screen
OK - apply the changes made and close the screen
Cancel - close the screen losing any changes made. Note that if you have previously used Apply, then the 'applied' changes will not be lost.

(3) the tab area - this area contains the tabs for the sub-items of which there are usually more than one - in the above example there are 7. The tab area consists of three or more sub-areas as follows:

(4) the tab buttons as follows:
Add - add a sub-item - you will be able to enter it's details, and if you then click Add a second time, those will be accepted and cleared to allow you to enter another sub-item. Note that the tab button line will sometimes contain pull-downs that allow you to select the type of sub-item being added - in the above example you can see that there is a pull-down to select the type of contact.  If so, you will need to select the type before clicking the Add button.
Delete - delete the current sub-item
Previous and Next - these are used to navigate backwards and forwards though the sub-items changing the currently selected one. The buttons will be disabled (greyed out) when you are at the beginning/end of the sub-items.

(5) sub-item table - this displays the sub-items - click on one to select it

(6) sub-item details - here you can enter/view the details of the current sub-item

(7) sub-item tabs - if needed there will be tabs here to allow the editing of part of the sub-item. In the above example you can see there is a Purpose tab to allow the purpose of the contact to be set.

Email

All the Write Email screens look like the following:

(1) At the top there are a set of buttons:
Send - sends the email
Attach - allows you to attach a relevant document (a select window will open allowing you to  find the required document from those belonging to the current customer/supplier/etc)
Attach File - allows you attach any file (a browse window will open allowing you to select any file on your computer)
Cancel - cancels the write email operation

(2) a From/To/Subject block:
From - will display the preferred email address for the current Practice Location, but if you have multiple email address defined, then you can use the pull-down to select another. Note that you cannot enter an arbitary email address here.
To - the pull-down will show the available relevant email addresses, either choose one, or type in another.
Subject - enter an appropriate subject. Note that this is a mandatory field.

(3) the Text area - enter the text of the email. Remember that you can use macros here.

(4) the attachments area - as you add documents and files, they will be shown here. Note that if you want to delete one on them, click on the attachment to select it and then press the Delete key. Actually it's a little more tricky than this.  When the item is first attached it looks 'white' like the following: . If you click it in the middle (or anywhere except the icon at the left end), then the attachment becomes selected and the background goes cream like: . You can now press delete to delete it.

If you click on the icon at the left end, then the item will be downloaded to your browser (and displayed if possible).

Print

When you press the Print button on a screen, a window will appear as follows:

The fields are:
Printer - shows the default printer for your current location - if this is defined (see Administration|Organisation|Practice Location), otherwise the first available printer. Use the pull-down to select the required printer.
Copies - set the number of copies required

The Preview button will generate and display a copy of the document in your browser.

The Mail button will generate a copy of the document and bring up an email window so that you can email the document.

Select

The Product Select screen below is a typical select screen - all the select screens work the same way and have a similar appearance. But see the Mode discussion at the botton of this page.

First - this is the screen in its 'empty' state - ie before the Find button has been pressed.

If you press Find with nothing in the search field then it will return everything and we get the screen below.

The components are as follows:
(1) The Select area - this is where you define what you are looking for - it is not exactly the same on each select screen, but all have the same components:

• a pull-down list of what to search (this is not always present) - in this case you can select the type of product to search
• one or more boxes in which to enter the search value - this this case there is only one since you can only search by product name. In these you enter the search term: you can enter nothing (will return all items), or the first few characters of what you are looking for. Note that the case does not matter, ie 'b' or 'B' will both find items starting with 'B' or 'b'. You can also use wildcards.
  Note that if you press the Enter key immediately after keying something into the search box, the system will react as though you had clicked the Find button and perform the search.
• a 'Search Identities' checkbox - checking this searches the item's Identities rather than their names
• an 'Active' pulldown list - this can be set to Yes (active items only), No (Deactivated items only) and Both. The latter setting causes the Active column to be included indicating whether or not the item is Active.
• a Find button - click this (or press Alt-F) to perform the search

(2) The Page navigation area - this appears whenever there are more than 20 items found. Click the First or Last icons to jump to the first or last pages; click the Previous  or Next icons to go to the previous or next pages; use the page number pull-down to go to a specific page. The 'of at least N' comment will initially display the full number of pages if less than 4 (ie less than a total of 60 items), but if there are more, then it will not display the full number of pages until you go to the last one.

You can also use the PgUp and PgDn keys to move to the previous/next page - but for these keys to work you must have an item in the item display area (see below) selected.

(3) The item display area. This is arranged in columns. In many cases you can click a column header to sort the items by that heading. Clicking it again will reverse the sort order. A small up or down arrow will show that the column is sorted and in which order. In this case the items are sorted in ascending order by Name. Note that not all columns will be sortable. If you click the column heading and nothing happens, then you can't sort by that column.

You select an item by clicking anywhere in its row or you can move the blue highlighting using the up & down arrows. See also the Mode discussion below.

(4) The Button area. Here you can see that there is one button, Cancel, but sometimes there are more. See also Common Buttons.

Mode
The select screens operate in two modes, 'select an item', and 'display'. You can tell which by the buttons at the bottom of the screen - if there is a Cancel button then you are in 'select an item' mode, and you will have got to this select screen from the previous screen by pressing the select button, or a binoculars icon.  If there is no Cancel button, then the screen is in 'display' mode, and you will have to got to this screen via the menu, for example you clicked Products on the top line, or Workflow|Messaging, or Administration|Templates, etc.

In 'select an item' mode, clicking on an item will select the item and return you to the previous screen. Pressing the Enter key selects the blue highlighted item (and you can move this with the up/down arrow keys) and returns you to the previous screen

In 'display' mode, clicking an item selects it. If there is an Edit button, then a second click opens it for editing. Similarly, with the keyboard you can use the up/down arrows and then press Enter to select the item, and if there is an Edit button, pressing Enter a second time opens it for editing.

Upload File

This window is displayed when you need to upload a file.

Press the Browse button to browse for a file, then Send to upload it.