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A button will appear on the navigator that goes directly to the screen


Pin screens as buttons when you are logged in - it is the logout process that updates the server with your buttons as it ends your session.

The request to end a session includes the current Button screens
  1. Clicking the X on the top of the navigation screen does trigger the logout process asking the server to log you out
  2. Logging out also passes the information
Note - if the system timeout  ends your session - this is not a request to the server - in fact it is the server stopping the session so the button changes during the session are not remembered

Hints

Hints appear when you hover over items in the system

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A right click will show the actions available

Right click on a Field

Can copy the information to the clipboard if you want to use it somewhere

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The number of records returned by the system

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Have a look at /wiki/spaces/SI/pages/33054916 for details

Searching using TAB = without clicking the search button in a search field

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  • Note if if does not find a match it then does a wildcard search to provide a list

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Working with Grids (Refreshing, Filtering, Exporting to Excel)

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Filter - a filter box appears over bottom RHS of grid - enter text to filter by

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Note the search is only searching the data in the grid (not all data relating to the records).

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You can toggle on any screen to off or on.

Changing Companies (and open screens)

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When you change host companies > you need to manually close every open screen you have in the existing host company so there is no chance of getting confused.

Unless you set this flag (which will close all the screens as soon as you click the link to change host companies)

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System Internal Messaging to Users

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