Icons

Several icons are available in the interface. Here are the icons you will see the most.

Displays the home page and its main features.

Shortcut: F3

Launches a search based on specified criteria. Available for almost all modules.

Shortcut: Ctrl+R

Saves the data and switches to the display mode. When an object has not yet been saved, an asterisk is displayed on the left of that object's tab.

Shortcut: Ctrl+S

Prints data in the selected format. When you select a report template from the list, you must also choose the printing type for that report (.doc, .pdf or .html) as well as the mode (print or send by email). Sending by email means emailing the report (as an attached file) to the recipient of your choice, using Microsoft Outlook.

Refreshes the displayed page. Use it if data could have been modified since you last opened a page.

Shortcut: Ctrl+F5

Creates a new blank record sheet (customer, prospect) or adds a new line (order).

Shortcut: F11

Adds a pre-filled line in the list.

Shortcut: F12

Enables you to import data (through the Browse link and by specifying the type of separator) from external sources, to avoid entering them again.
Enables you to export data to a spreadsheet application. The first line is for column headers. Columns are sorted the same way as in Akuiteo data tables.
Enables you to associate an external file (.doc, .xls...) with a record sheet or to create a new one from the interface.
Enables you to switch between the display and the modification modes.
Permanently deletes an object. Example: a quotation line.
Cancels the previous action and switches back to the display mode.
Displays the previous or next record sheets in alphabetical order.
Displays the last saved record sheet. When launching a customers/prospects search, results will be displayed based on the selected option (customer or prospect).
Searches for documents in Akuiteo.
Displays several types of schedules (timesheets, quotation schedules...) depending on the screen displayed.
Duplicates the record sheet that is displayed, if it was saved. The content of the new record sheet can be modified directly.
Closes search windows.