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

3 - bind these key strokes -

• 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”

8 - Fixed hotkeys -The following global changes have been applied in Version 66:

...

Module Changes

Updated Module Layout

Modules (display vertically along the left side of the screen) have been reorganized and display as:

...

Direct Pathways To Screens

• Double click on Accounts icon - opens to Account Search

• Double click on Operations icon - opens to Dispatch screen

• Double click on Sales icon - opens to Sales Management screen

• Double click on Accounting icon - opens to Billing screen

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

...

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

Add (Menu) Option

...

The Add button ('+' icon) has been relocated to the left side of the following screens:

• Customer Service

• Billing

• AR Payment Batch

• AP Check Batch

• Manifest Consolidation