Template:Quick Reference

Throughout the system wherever you find , you can quickly lookup and select existing records for the mentioned field. To search for existing records click on the magnifying glass or press F7. To create a new record, click on the blue & white box or press F6. If you know the code/name of the record you can directly type it in here or enter it partially and hit tab/enter to search for similar records.

In some places you will only find . Here you can only search for records and select them by clicking on the magnifying glass or pressing F7. If you know the code/name of the record you can directly type it in here or type it partially and hit tab/enter to search for similar records. This is not applicable to document reference numbers (eg. schedule numbers, job numbers, estimate numbers etc.)

Wherever you find , it indicates that a calendar is available to select a specific date. You can either click on the calendar icon or press F7 to select a date. You can also type in the date in DD/MM/YYYY format. If you want to enter a date in the the current month and year, just type the day in DD format(eg. 15) and press enter, which will automatically show the entire DD/MM/YYYY date (eg. if we are in January 2012, and you type in 15, it will show 15/01/2012).