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Image RemovedThe following global changes have been applied in Version 66:

Table of Contents
minLevel1
maxLevel7

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Module Changes

Updated Module Layout

Modules (display vertically along the left side of the screen) have been reorganized and display as: Home, Dashboard, Accounts (previously Customers), Sales, Operations, Accounting, Reports, SetUp, and Database.

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Direct Pathways To Screens

  • Double click on Accounts icon - open search screenopens to Account Search

  • Double click on Operations icon - open opens to Dispatch screen

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

  • Double click on Accounting icon - open opens to Billing screen

Other Changes

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

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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

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Add

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(Menu) Option

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The Add Button button ('+' icon) has been moved relocated to the the left side on these pages; of the following screens:

  • Customer Service

  • Billing

  • AR Payment Batch

  • AP Check Batch

  • Manifest Consolidation

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