Common Practices

This is the Client Selection screen. This screen usually appears when the User accessing the data has permission to view multiple Clients. This appears when the User needs to access an element in the application or an element needs to be created that... Read More

This is the Add/Edit/View Custom Data screen. Custom Data fields are available to allow Users to enter additional information relating to the current module which may not fall into any of the pre-defined fields for that module. Like Add/Edit/View... Read More

This is the "Select Resource(s)" screen. From this screen it is possible to select one or more Resources, whether they are Internal or External and whether they are a Head Office or Branch. This screen appears when creating SRAs and RFIs among other... Read More

This section of the guide details the common areas and screens that appear throughout the entire application on several occasions.Please use the menu below to browse through the different sections.     Client Selection  Add/Edit/View Documents... Read More

"Locking" is a system function that allows multiple Users to view an SRA/Contract at the same time but once a User begins to edit the SRA or Contract, every other action is locked which stops all other Users from changing the SRA/Contract at the same... Read More

A common feature used throughout the system is the Right Click Function. This option makes it possible to right click on a grid and perform a set of extra actions depending on the area of the system.  These actions can range from refreshing the... Read More

A common feature used in many list views throughout the system is the "Copy to Clipboard" Functionality. This allows the user to copy any list/grid view and paste it into Excel in order to make things easier and to save time running reports. To use... Read More

A common feature used in many list views throughout the system is Smart Filters. Smart Filter are used to make searching through lists faster and easier by showing information that contains the value or part of the value entered in the Filter. For... Read More

This is the Add/Edit/View Documents screen. The majority of modules throughout the system provide the ability to add or view documents relating to that particular area. For example: when creating a Building, Users may want to include a picture of the... Read More

The HTML Editor allows Users to make amendments to, or to simply view, existing Email Templates within the system. To access the HTML Editor, got to the "Template Configuration" button within the System tab and select an Email or SMS to configure.... Read More