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Changes to be made -

1 - rename the module icon on main screen from CUSTOMER to ACCOUNTS

2 - set the icons in this order - HOME, DASHBOARD, ACCOUNTS, SALES, OPERATIONS,ACCOUNTING, REPORTS, SETUP, DATABASE

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Name Changes

The Customer module has been changed to Accounts, Service Locations have been changed to be called Sites, and Service Point will now be named Service Location.

The module icons are now listed as Home, Dashboard, Accounts, Sales, Operations, Accounting, Reports, SetUp, and Database.

New Direct Pathways To Screens

  • double click on Customer icon - open search screen

  • double click on Operations icon - open Dispatch

  • double click on Sales icon - open Sales Management

  • double click on Accounting icon - open Billing

4 - move the language drop down to the User profile already completed under original ticket

5 - Rename all occurrences of “Customer” to “Account”

6 - Rename most occurrences of “Service Location” or “Location” to “Site”

  • Those not renamed are in reference to the geolocation of the Site (aka the Service Location)

7 - Rename all occurrences of “Service Point” to “Service Location”

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Keystrokes

Windows

Alt+Shift+S = Customer Search
Alt+Shift+C = Create Account
Alt+Shift+O = Order Processing
Alt+Shift+M = Sales Management
Alt+Shift+B = Billing
Alt+Shift+D = Dispatch
Alt+Shift+Z = Back button

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