...
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.
...
The following global changes have been applied in Version 66:
| Table of Contents | ||||
|---|---|---|---|---|
|
...
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 Double click on Customer Accounts icon - open search screendouble opens to Account Search
Double click on Operations icon - open opens to Dispatch screen
double Double click on Sales icon - open opens to Sales Management screen
double Double click on Accounting icon - open Billing
...
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