Action Icons on Vendors Form

This Help File Page was last Modified on 03/21/2017

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Action Icons on Vendors Form

This Help File Page was last Modified on 03/21/2017

Action Icons - These Actions Icons provide special features for the Vendors 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.

 

HelpFilesVendorFormRibbonMenuActionIcons

Vendors Form - Actions Icons

 

Calls Icon - Click the Calls Icon  to open the Calls dialog containing the Calls information for the selected Vendor.

 

HelpFilesVendorFormRibbonMenuActionIcons-Calls

 

See this Calls chapter for more information about how to use the features on this Calls Form.

 

HelpFilesVendorCallsForm

 

Dial Icon - Click Dial to dial the Primary telephone number for this Vendor via your modem.

The Dial Icon is available on the Subscribers, Prospects, Vendors and within the Monitoring module.

 

HelpFilesVendorFormRibbonMenuActionIcons-Dial

 

You must have a modem attached to your computer and a telephone line connected to the modem.

Your modem must be defined in your Personal User Options.

Be sure to Click Hang Up (which Replaces Dial during the Call) to release the modem from the line when the Call is completed.

 

Label Icon - For users with the DYMO Label interface.

 

HelpFilesVendorActionsLabelOption

 

The Print Address Label dialog will be displayed.

 

HelpFilesDymoLabelsAP

Print Address Label dialog

 

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

 

HelpFilesVendorsFormEmailIcon

Actions - EMail Icon

 

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

 

HelpFilesSubscriberFormEmailOptionOutlookDialog

 

 

Documents - The Documents Icon provides access to the Documents that were associated with the selected Vendor.

 

HelpFilesVendorFormDocumentsIconAndMenu

 

Click the Documents Icon to open the Documents dialog.

 

HelpFilesVendorsDocumentsForm

Documents Management dialog

 

Click the Documents Down-Arrow to display a list of those Documents that have been associated with the selected Vendor.

Click on any Document Title on the list to Open that Document.

For detailed information about using the Documents Form Click here.

 

Favorites Icon - This Icon is used to create Favorites which may then be selected using the Favorites Icon's Drop-Down Selection List.

Click the Favorites Icon to assign favorites status (and insert this Vendor into the Favorites Drop-Down Selection List)

 

HelpFilesVendorsFavoritesList

Actions Menu - Favorites Icon and List

 

Choose the *Add/Remove Favorites*  option.

It will be added to your Favorites Drop-Down Selection List.

Once a Vendor (Prospect, Subscriber) has been added as a Favorite, you may immediately access that favorite Vendor record by Clicking the Down-Arrow and Selecting the desired Vendor.

 

Reports Icon - The Reports Icon on the Vendors Form's Action Menu provides easy access to a variety of Vendor specific printed information.

All Reports are specifically populated for the current Vendor.

 

HelpFilesVendorsFormReportsIconMenuOptions

Actions Menu - Reports Icon - Menu options

 

See Vendors Form Reports Icon chapter for more information.