Each entry screen has menu options that are specific for that entry screen's object (i.e. client, part, etc) you are viewing. Do note that not all entry screens have the same menu options. We have listed below menu options that are common to most object entry screens and what each is for.
If a menu option is not showing, that would indicate that entry screen does not have that menu option.
Print
Selecting this menu option drops down to display the list of available reports for the displayed entry screen.
For example, reports available from the Service Workorder grid would not be the same reports available from the Clients grid.
See also:
Plug-in
If this menu option shows, drop down to display available plug in's for this entry screen.
For example, if you have installed the import/export utilities and are viewing a client's entry screen, this drop down will list the ImportExport.csv plug-in utility for exporting this single client to a CSV file.
See also:
Save & Exit
This menu option saves any changes to this entry screen and closes the entry screen.
Record History
This opens up the Record History window displaying the user that originally created this object, and date of creation; and the last user that modified this object and date of modification.
Do note that the fields are not updated until the object has been saved and closed. For example, if you have just created a new client, and have not yet selected Save or Save & Exit – the creator and creation date will be blank.
Follow Up
A Follow Up is a Schedule Marker that is tied to a particular object that you want to follow up on at a later date.
Select this menu option to either add a follow up for this object, or view existing follow ups for this object.
Follow Ups are available for Clients and Service Workorders.
See also:
How do I create and view Follow Up in a workorder?
Save
This saves any changes made to the object without closing the entry screen.
Save & New
This saves any changes made to the object and opens a new empty entry screen so that you can create a new object without having to go back to the grid and selecting New...
This is useful if you are entering a number of similar objects (such as parts).
Duplicate
This makes a duplicate of the existing entries of this object and copies them to a new object entry screen.
For example, lets say you are entering a number of parts that are similar other than the pat number and name - just save the first entry, and then select Duplicate. Edit its part number and part name. Save. Select Duplicate. Edit its part number and part name and so on.
Delete
This deletes the whole object. Note that only if you have rights to do so will this toolbar option be available.
Delete is a permanent option. You are given one warning and chance to cancel and there is no "undo" option. If a user ignores the warning and deletes an item they should not have, the only options are to re-enter it from scratch or restore the entire database from a backup copy.