Navigation section's Icons on the Subscribers Form

This Help File Page was last Modified on 09/10/2021

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Navigation section's Icons on the Subscribers Form

This Help File Page was last Modified on 09/10/2021

The Ribbon Menu on the Subscribers Form has two types of Icons:

 

HelpFilesSubscriberFormRibbonMenuIcons

Subscriber Form - Ribbon Menu

 

1.Navigation Icons - Record movement and special purpose Icons: Edit View, History Options and Subscriber Options  

2.Actions Icons - Search (F2), Multi Field Search, Quick Search, Calls, Dial, Documents, External Services, Favorites, Filter, Reports and Email.

 

Understanding the Subscribers Form's Navigation section Icons:

Record Movement - Provides the usual First, Previous, Next, and Last record Icons

 

HelpFilesProspectFormNavigationIcons

Record Movement

 

Edit View - This Icon displays the editing format for entry and modification of Subscriber information.

 

HelpFilesSubscriberFormEditViewIcon

 

Search - This Subscriber Search dialog (also accessible by Pressing F2), Multi Field Search, and Quick Search may be used when you need to locate a specific Subscriber record or an individual CSID.

 

HelpFilesF2SubscriberSearch

 

History Options - This Icon displays the History Options Menus for Turning it On and Off, Filtering, and designating the History Period the Subscribers Form History Grid for what is displayed based on that Filter.

 

HelpFilesSubscribersFromGridOptionsAndGridResults

 

Subscriber Options - This Icon opens a Subscriber Options Menu which provides access to various Subscriber associated Data Entry Forms, Processing Forms and Reports, plus the Set Layout dialog for configuring the Subscribers Tab on the Subscribers Form.

 

HelpFilesSubscribersFormSubscriberOptionsMenu