Common Functions
There are several functions that are common throughout SmartWare. Below is a list of the most common functions along with a brief explanation of each item.
Item/Button | Functionality | |
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Clicking the three-lines in the top left-hand side of SmartWare will collapse and expand the Main Menu options available on the screen | |
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Saves any changes that were made and opens the full screen displaying additional options that are not available from New Record screens. (An example of a new record screen would be New Customer or New Work Order screen) | |
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Saves any changes that were made | |
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Will discard any changes that were made | |
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Clears out any criteria that was previously entered on a search panel | |
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Will create an Excel export based off information displayed on the selected panel | |
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Allows you to select different ways to view information for a panel | |
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Indicates a way to make a new record (IE. New Customer, New Work Order, New Location) | |
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Opens and/or edits a specific item | |
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Moves a record from one side of the screen over to another side of the screen. (IE. Would allow you to move a specific customer over to a new work order) | |
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Calls a specific phone number | |
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Sends a text message to a specific phone number | |
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Performs a search based off criteria that was entered | |
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Performs a search based off criteria that was entered, or will display a list of available options | |
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Fields that are outlined in red indicate a required field and cannot be left blank | |
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Displays a calendar from which you can select a specific date | |
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< > buttons are normally found around a date field allowing you to toggle and view information for different dates or years | |
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Will close a panel | |
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Displays additional options available for a specific panel | |
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Will refresh the information displayed on a panel or page | |
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Allows updated part information to be viewed if part has been superseded | |
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Clicking this button on specific screens will take users to User Guides for the specific page |