The CustomBooks™ Command Bar

The CustomBooks™ Command Bar

The CustomBooks™ command bar appears at the top of almost every screen in the application and contains actions that may be taken on the data showing on the screen.    For example, on the Sales Orders list view, you can use these actions to create a new Sales Order, print a pick list, or View related transactions.   If looking at a list, the action is completed on the document(s) highlighted.   If on an individual document, the actions apply to that.

List View Command Bar

This command Bar is available on any document list view.   Here are the actions that may be taken:

Create  

New - creates a new blank document of the same type (Sales Order, Bill Payment etc)
Copy - makes a copy of highlighted document and open it for editing.
Related Document - a next logical/possible document will be created and associated with the highlighted document.   The documents available are specific to the list view.

Email

Presents a list of templates to choose from and composes an email with the data from the highlighted document.

Print

Presents a list of print form templates to choose from and prepares a print preview for printing the currently highlighted document.

Show

  1. Transactions - Shows a list of documents related to the highlighted document in the transaction.
  2. Recurring Templates - Shows a list of recurring templates of this type (Sales Orders, etc)
  3. Audit Log - Shows the audit log for the highlighted transaction.

Attachments 

Upload new attachments or view existing attachments (the number of attachments is listed after the menu item)

Export List

Exports the list in a format of your choice.

Columns

Add, move, remove columns in the list.

Directional Arrows

Move the columns around in the list view.   Put your cursor in any column and click the arrow in the direction that you'd like to move it.

Refresh Button

Refreshes the list, updating recent changes.

Settings

  1. Configure List - Order, Filter, Group or apply conditional formatting rules.
  2. Save Settings - Save the currently configured columns, list configurations, and column order to your user account as a view that is named.  Multiple views may be saved.
  3. Select Settings - Retrieve a view by selecting the settings from the list.
  4. Restore Default Settings - sets the view to be the system default.
Search for the given term in all cells/rows in the grid.

More Actions

Access the above named actions or view the Audit Log.

Document View Command Bar

The Command Bar in the document view contains the Save, Generate, Email, Print, Show and Attachment functions for the document.   Also present is the refresh button and the More Actions dropdown.

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