Familiar Symbols

Modified on Mon, 01 Nov 2021 at 11:25 AM

In making our software user friendly, we have provided some common elements throughout the software.  We will briefly list them here with a short description and their purpose

LogsWhen any record is modified, we track this. Click on the clipboard throughout the software to view the Audit Log for that item.

Linked CustomersNames are hyperlinked throughout the software. Click on it to get the complete profile on that customer

SalesIf a sale is linked to an item, these symbols will appear. $ sign denotes money is still owed. Clicking on the icon will bring up the linked invoices

Menu OptionsThis indicates there are multiple commands within the software that can be executed on that particular item. Click on the image to expand the list
Calendar
By clicking on this image a calendar will open up allowing you to scroll through months and select a date. 
Maintenance WrenchThis wrench indicates that there is a maintenance activity. 
ConflictWhen scheduling activities not from the calendar tab, if something creates a conflict the system will alert you.  

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