Template:Quick Reference: Difference between revisions

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Throughout the system wherever you find [[image:search.jpg]], 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.
'''Popup Search'''


In some places you will only find [[image:search2.jpg]]. 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.)
[[image:search2.jpg]]


Wherever you find [[image:calendar.jpg]], 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).
Click on the Magnifying glass icon or Press F7 to popup the Search window or list the existing records
 
'''Popup Link'''
 
[[File:Popup link.jpg]]
 
Click on the Blue Window icon or press F6 to to open a record in a separate screen
 
'''Popup Alternative'''
 
[[image:search.jpg]]
 
Magnifying glass works same as Popup Search and Blue Window icon works same as Popup Link
 
'''Popup Calendar'''
 
[[image:calendar.jpg]]
 
Click the Calendar icon or Press F7 to view a calendar pop up and find a date
 
'''Show/Hide items'''
 
[[image:show all.jpg|110px]]
 
In lists that contain records which are grouped together, only the group headings show by default (the actual records under the group are hidden from view). Click on the Show All button to show ALL the records in the list, and not just the group headings.
 
[[image:plus sign.jpg|300px]]
 
The Plus sign indicates that the field next to it is a group heading and contains records under it, which are currently hidden from view. Click on the Plus sign to expand the group, thereby showing all the records under that particular group.
 
[[image:show only one item.jpg|700px]]
 
Double-click a field to show ONLY those lines containing the same text as that field. This feature can be used to isolate and view lines containing the same value.

Latest revision as of 11:57, 9 September 2014

Popup Search

Search2.jpg

Click on the Magnifying glass icon or Press F7 to popup the Search window or list the existing records

Popup Link

Popup link.jpg

Click on the Blue Window icon or press F6 to to open a record in a separate screen

Popup Alternative

Search.jpg

Magnifying glass works same as Popup Search and Blue Window icon works same as Popup Link

Popup Calendar

Calendar.jpg

Click the Calendar icon or Press F7 to view a calendar pop up and find a date

Show/Hide items

Show all.jpg

In lists that contain records which are grouped together, only the group headings show by default (the actual records under the group are hidden from view). Click on the Show All button to show ALL the records in the list, and not just the group headings.

Plus sign.jpg

The Plus sign indicates that the field next to it is a group heading and contains records under it, which are currently hidden from view. Click on the Plus sign to expand the group, thereby showing all the records under that particular group.

Show only one item.jpg

Double-click a field to show ONLY those lines containing the same text as that field. This feature can be used to isolate and view lines containing the same value.

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