Form Buttons
Each form or screen has a button bar located on the left-hand side. The button bar is dynamic: buttons will be "greyed out" when inactive; also the buttons displayed will vary slightly from screen to screen. The button bar may contain the following buttons:
Button | Action | Shortcut | Description |
---|---|---|---|
Other Actions Menu | F9 | Displays a list of other actions dynamically associated with the current form | |
Preferences | Theme You can select from a list of form "colours" that will change all windows and the Command Window to match the chosen theme. Fit the Form | ||
Saved Filters | Opens the dialog used to manage saved filters | ||
Help | F1 | Context-sensitive help; opens the Help system and moves to the relevant topic associated with the current form | |
Delete | Deletes the current document (e.g. selecting delete from the customer form will delete the loaded customer) | ||
Time Machine | Used to view the edit history of a sales or purchase order | ||
Refresh | F5 | Refreshes information on the form | |
Ctrl+P | Prints information about the current form (not supported in certain situations) | ||
Delete Item | Ctrl+Del | Deletes the selected item (not available on every form) | |
New Item | F3 | Add a new item (not available on every form) | |
Cancel | Alt+A | Cancels edit mode and puts the document back into its previously saved state | |
Save | Ctrl+S | Saves the current document | |
Edit Mode | Alt+E | Edits the current document. Changes cannot be made unless in edit mode | |
New | Ctrl+N | Creates a new record (for example, New in Sales Order form will create a New sales order) | |
Open | F7 | Opens the list tab allowing users to select another document | |
Close | Alt+C | Closes the current form |