Account analysis button
Use the account analysis button to check or change the analysis codes to which the posting amount is to be allocated. The account analysis button is available when an amount is to be posted to a ledger account that has been set up for MDA.

Appointment history button
The appointment history button in the Service Call Appointments window opens the Appointment History window, listing all changes that were made to the appointment. The button will be present if the Keep Appointment History checkbox was marked in the Service Options window.

Arrow buttons
Use the arrow buttons to rearrange items in a scrolling window.

Attached image button

Use the attached image button to attach documents to a record. If a record has attached documents, the button shows a paper clip attached to a piece of paper. If the record does not have attached documents, the button shows a paper clip. Document examples include purchase orders, diagrams, or job change orders. Bitmap file format (.BMP) is required unless you have purchased the Advanced Document Management feature. This feature allows numerous file formats (e.g., .DOC, .XLS, .TIF) to be attached.

Best technician button
Choosing the best technician button selects the next available, qualified technician for a service call. This allows you to schedule a technician for a service call as soon as possible.

Browse buttons
Browse buttons help you scan information, such as customer records and location records. You'll be able to browse through records using the sorting method selected for that window. This feature helps you locate records quickly.

Camera button
Use the camera button to view images attached to an equipment record.

Ellipsis button
If the Project Manager's Advisor feature is registered, the ellipsis button is available in certain windows. Use the button to open the Project Job Summary window.

Eraser button
Use the eraser button to remove items from a list.

Expansion button
When you choose an expansion button, the detail for the selected field is displayed.

Folder button
Use the folder button to browse to find a file.

Go button
The Go button is used to quickly locate items in a scrolling window. To use the Go button, enter a partial entry in the field and choose the green arrow. The scrolling window will be positioned on the first occurrence of your entry.

Go to button
Use the Go To button to open the Go To menu, which lists windows you can open. The items on the Go To menu in the Equipment Manager window are user-definable.

Item information button
Displays additional information about the selected item.

Link (zoom)
A link appears as an underlined prompt for a field. Choose the link to open a window containing additional information for this item.

Link button
Use the link button to link a branch in Equipment Management to a branch in Service Management. Choosing this button in the Equipment Manager window will populate the customer, address ID, and equipment ID fields to the branch in the Service Management. If the branch is not linked, the Link button displays with a red slash.

Lookup button
A lookup button indicates a lookup window is available. When you choose a lookup button, a list of lookup items displays in a window. Using lookup windows helps you to quickly enter and validate information.

New call button
Use the new call button to create a new service call in Service Management.

Next available button
The next available button is used to calculate the technician's next available time slot for performing an appointment. The button is disabled if you have more than one appointment on the call or if the service call date and appointment date don't match.

Notepad button
The notepad button makes it possible to attach important information directly to a window or record so it's easily accessible. An attached note is easily recognized because lines of text appear to fill the button. If a note isn't attached to a window or a field, the notepad button will not have lines.

Organization structure button
Use the organizational structure button to assign a piece of equipment to an organizational structure, such as company branch or division. Organizational structures must have been set up on your system.

Password padlock button
Use the password padlock button to assign or change a password for a protected item such as a budget.

Phone button
Use the phone button to search for a customer by phone number. You must first enter a phone number and then select the phone button. If a match is found, the customer record is retrieved.

Print button
Use the print button to print information displayed in the window.

Print button
If the Project Manager's Advisor feature is registered, the print button is available in certain windows. Use the button to choose a report to print.

Query button
Use the query button to establish temporary filter preferences for items viewed in a window. Once the window is closed, the temporary filter preferences are cleared.

Redisplay button
Use the Redisplay button to refresh a window after you've entered changes.

Show/hide detail buttons
Use the show/hide detail buttons to view additional information for items listed in a scrolling window.

Technician schedules button
The technician schedules button opens the Technician Schedules window, which is used to determine technicians' availability.

Tree view button
The tree view button opens a tree view window. Tree view windows display directories, subdirectories, and items using folders. A "+" symbol next to a folder indicates the folder contains subdirectories or items. Subdirectories and items are indented under a directory.