Quick Access Icons on the Subscribers Form

This Help File Page was last Modified on 05/30/2019

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Quick Access Icons on the Subscribers Form

This Help File Page was last Modified on 05/30/2019

There are three Sections on the Ribbon Menu for the Subscribers Form

Note: The Add or Remove Buttons option - accessed by selecting the Down-Arrow at the top of the Subscribers, Prospect, and Vendor Forms - will allow the User to Customize the content of the Quick Access Tool Bar on these Forms.

1.Navigation Section: Provides a record Search function, History Options, and Subscriber Options Icons.

 

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Navigation Icons on the Subscribers Form

 

2.Actions Section: Provides access to the Dial, Documents, External Services, Favorites, Filters functions and an abbreviated Reports Menu

 

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Actions Icons on the Subscribers Form

 

3.Information Section: Displays information such as a Past Due Amount, or an Alert message.

 

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Information Section on the Subscribers Form

 

Actions Section:

 

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Subscribers Form - Ribbon Menu - Action Icons

 

Calls - The Calls Icon opens the Calls dialog which allows you to enter the time, date, comments and results of an Account related Telephone Call -  both Incoming and Outgoing.

 

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Subscribers Form - Ribbon Menu - Actions - Calls Icon        

 

See the Calls chapter for complete information.

 

Dial - Click the Dial Icon to dial the Primary telephone number via your modem (located below the Form View Section).

 

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Subscribers Form - Ribbon Menu - Actions - Dial Icon

 

Documents - The Documents Icon provides access to the List of previously assigned/linked Documents and/or the Documents dialog within which many types of Documents may be assigned to, or linked to, the currently selected Subscriber record.

Click the Documents Icon to display a list of those Documents that have been associated with the current Subscriber.

 

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Subscribers Form - Ribbon Menu - Actions - Document Icon

 

Click on any Document Name on the list and then Choose Open to view that Document.

 

Select Show All Docs to open the Documents dialog

 

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Documents dialog

 

Click the Add button to identify a new Document.

 

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  Add Document dialog

 

See the Documents chapter for more information.

 

External Services - This Services Icon allows a User to open a Browser (e.g., Explorer®, Chrome®) and display a previously defined Web Site from within the Subscribers Form.

 

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Subscribers Form - Ribbon Menu - Actions- External Services Icon

 

Favorites - This Icon is used to identify a Favorite Subscriber which can then be selected using the Down-Arrow on the same Favorites Icon

 

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Subscribers Form - Ribbon Menu - Actions - Favorites Icon

 

Click the Favorites Icon to assign favorites status (and insert this Subscriber into the Favorites Menu's options).

Once set, to access a favorite Subscriber record, Click the Down-Arrow on the Favorites Icon and Select the desired Subscriber.

That Subscribers information will be displayed.

 

This feature is also available on the Prospects and Vendors Forms.

 

Filters - The Filters Icon opens a Drop-Down Selection List of previously defined Subscriber Filters (new Filter definitions may no longer be created as this feature is currently being redeveloped).

A Filter is applied to the Subscribers table so when selected, only those Subscribers matching the Filter will be available in the Subscriber Search dialog.

 

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Subscribers Form - Ribbon Menu - Actions - Filters Icon

 

Select the Filter Name to be implemented (i.e., Salesman).

The Filter is applied to the Subscribers table immediately.

Select No Filter to cancel all Filters on the Subscribers table.

 

The Reports Icon on the Subscribers Form's Action Menu provides easy access to a variety of Subscriber specific printed information for the currently selected Subscriber.

 

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Subscribers Form - Ribbon Menu - Actions - Reports Icon

 

EMail - Click the Email Icon to open the Email Dialog (e.g., using Outlook©, or whatever other Email protocol is being used) to send an Email to this Subscriber.

 

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Subscribers Form - Ribbon Menu - Actions - EMail Icon

 

The Email option will activate your Email utility (e.g., Outlook®, etc.) and - as illustrated below - and insert the Email Address(es) identified for this Subscriber.

 

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Subscribers Form - Ribbon Menu - Actions - Email Icon and Message dialog