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Changes To Modules
A few name changes have been made and the order of module icons will now be listed as Home, Dashboard, Accounts, Sales, Operations, Accounting, Reports, SetUp, and Database.
The Customer Module has been changed to Accounts.
Service Locations will now be called Sites.
Service Point will now be called Service Location.
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The following global changes have been applied in Version 66:
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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:
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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 Billing
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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
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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
Add (Menu) Option
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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