Several icons are available from the interface. Here are the icons you will most often encounter.
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Displays the Home page and the main functions. Shortcut: F3 |
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Starts a search based on the criteria entered. Available in most of the modules. Shortcut: Ctrl+R |
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Saves the data and activates the Display mode. As long as the user has not saved, an asterisk is displayed on the object's tab, on the left hand side of the name. Shortcut: Ctrl+S |
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Prints data in the selected format. After selecting a printing model among a list, you must select the type of printing output (.doc, .pdf or .html) and the mode (via a physical printer or by e-mail). E-mail sending consists in e-mailing an attached file to the relevant recipient through Microsoft Outlook. |
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Refreshes the current page. You must use it if you think data were modified since you last opened a page. Shortcut: Ctrl+F5 |
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Creates a new blank sheet (customer, prospect) or adds a new line (order). Shortcut: F11 |
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Adds a pre-filled line in the list. Shortcut: F12 |
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Allows importing data (through the Browse link and by specifying a separator type) coming from external sources to avoid entering them again. |
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Allows importing data to a spreadsheet application. The first line is the column title. Columns are then organized according to the same logical sorting order than Akuiteo data tables. |
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Dashboard. Allows you to view an existing request and know all about it as well as the way to make it evolve. |
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New request. Displays information about a customer (identity, contract, products, former requests) to create the relevant support request. |
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Preferences/Setup. By default, all of the information contained in a page is visible by the user. However, the user can limit the display by checking/unchecking useless information for his/her reporting. At anytime, the user can restore default values. Shortcut: Ctrl+Shift+U |
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Allows you to attach an external file (.doc, .xls...) to a sheet or create a new one from the interface. |
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Allows you to switch between displaying a page and modifying it. |
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Deletes an element. E.g. A quote line. |
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Cancels the previous action and goes back to Display mode. |
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Allows the display of the previous or next pages in alphabetical order. |
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Displays the last saved page. When searching for customer/prospect, the page is displayed according to the selected option (customer or prospect). |
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Searches for documents in Akuiteo. |
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Generates several types of planning (time spent, invoice schedule...) depending on the screen displayed. |
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Duplicates the displayed and saved page. The new page content is automatically in Edition mode. |
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Searches for information linked to the current page or dashboard. |
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Closes search windows. |