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Module Changes

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Updated Module Layout

Modules have been made and the order of module icons will now be listed as reorganized and display as:

Home, Dashboard, Accounts (previously Customers), Sales, Operations, Accounting, Reports, SetUp, and Database.

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Service Locations will now be called Sites.

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Service Point will now be called Service Location.

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Direct Pathways To Screens

  • Double click on Accounts 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

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Other Changes

The following terms when referencing customers, service locations and service points have been updated to:

  • Customers (including the Customer module) will be referred to as Accounts.

  • Service Locations will be referred to as Sites.

  • Service Points will be referred to as Service Locations.

Addition of Keystroke Shortcuts

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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