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If you Export to Excel all the data in the grid will be placed into columns in excel
If you build a complicated workbook based on an export of a grid - then later you can re-do the export and paste the new values into the complicated workbook so the calculations are updated.
Excel Analysis can provide lots of information using data filters or Pivot Tables (click on the table top LHS then "Insert > Pivot Table")
- There is lots of help on the web for working with Excel - example http://www.howtogeek.com/howto/13336/working-with-pivottables-in-excel/
Recent Records
In each Screen - you can easily go back to the last 10 records viewed (for this login session
Refresh the record you are viewing
Sometimes you will want to refresh the current record
Copy and Paste Records
When you want to create another one the same - check the Edit menu for Copy - create an in place copy.
Log / Audit /Financials Tabs
Across the system there are tabs that:
- Show a Log of changes to the document you are viewing
- Show any changes to Audit Tracked Fields (not all fields are Audit Tracked)
- Link to related financial documents (invoices, journals etc)
Example from a Purchase Order
Example from the Article Master
Attachments
Adding Attachments from your hard drive
Attachments are throughout the system - commonly you will either see a tab or add via the edit menu
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Other types of documents will show the document type image
Uploading Attachments Directly from a scanner
Click the Upload File link and point at the scanner
Reviewing emails sent by your test system - email diversion
The test system diverts all emails to accounts you nominate. This way you can see exactly what the customer would see if the email had gone to them from the live system.
Suppressing Informational Messages
If you do not want to see informational messages - example "Confirmation this record has been saved" type messages
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