External Services

This Help File Page was last Modified on 08/08/2016

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External Services

This Help File Page was last Modified on 08/08/2016

The External Service Form allows a User to identify a Web Site address they want to be directly accessible from within the Subscribers and/or Prospects Form using the External Services Icon.

 

The External Services Form allows you to define any number of these External Services.

To access the External Services Form:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu or,

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.

 

Once the Maintenance Menu is displayed, Select Miscellaneous and Choose External Services to view the External Services Form shown below:

 

HelpFilesExternalServices

External Services Form

 

This External Services Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the External Services Form.

 

HelpFilesNavigationBar-Generic

 

This Navigation Menu provides the normal Record Movement, New, Delete, Cancel, Save, Refresh, and List Icons.

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the External Services Form.

 

HelpFilesExternalServicesRecordEditing

External Services Form - Record Editing View

 

To define an External Service to identify a Web Site address to be directly accessible from within the Subscribers and/or Prospects Form.

Click the HelpFilesNavigationMenuNewIcon to start a External Service entry in the Record Editing section.

ID - The record number of this Extended Service will be assigned by the system saved.

Name - Enter a descriptive Name for this External Service.

Description - Enter a general Description of this External Service.

Target Type - Using the Drop-Down Selection List provided, Choose either Subscriber ("S") or Prospect ("P")

Host -  Enter a specific Web Site Address of this External Service.

Parameters - Enter any additional Parameters required to display the required/desired web page of this External Service.

Click the HelpFilesNavigationMenuSaveIcon to record this External Service.

 

HelpFilesExternalServicesMKSWebSite

Web Site Example of an External Service when selected from the Actions Menu of the Subscribers Form

 

Any number of additional External Services may be identified, as required.

 

Using the Special Functions - Located on the Navigation Menu at the top of the External Services Form:

List Icon - Click the List Icon to display a tabular (spreadsheet style) Data Grid containing all the defined External Services, and the List options section of the Ribbon Menu with the Export and Print Icons.

 

HelpFilesExternalServicesGridOptions

External Services Form - List View

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.

 

Export Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.

Print - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.

 

HelpFilesExternalServicesGridOptionPrintPreview

External Services - Print Preview Form

 

Note: Before opening the Print Preview Form, use the Data Grid to properly position the Header Names (which can be relocated, as needed) and each column's width (which may be adjusted, as appropriate) so they are displayed on the Grid as they should be listed on the report

 

See the Tabbed Forms, Data Grids & Report Dialogs chapters for other information about using these List options.