Global Changes (14136, 14139) [Enhancement]

The following global changes have been applied in Version 66:

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 click on Accounts icon - opens to Account Search

  • Double click on Operations icon - opens to Dispatch screen

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

  • Double click on Accounting icon - 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

Mac / Linux

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