Options

Options allow you to streamline your work process by cutting out unwanted confirmation messages, or to prevent the TAB key from moving to boxes on the main form that you do not want to use. For example, by default you will be prompted to confirm Yes or No when you Book In a job but you can prevent that confirmation from happening, thus speeding up your procedures. You can add options using the green plus (+) button, and remove with the red minus (-) button.

Auto Confirm

Adding these options to the user means that particular confirmation screen will not appear when the user performs that action.

For example, to prevent seeing a message asking you to confirm editing a job, add the option "Auto Confirm - Edit job" to the user.

Clear Form After

Adding these options to the user will mean the Main Form will clear after performing that particular action.

For example, to automatically clear the Main Form after booking out a completed job, add the option "Clear form after - Book out completed" to the user.

Skip Next Tab Position

Adding these options to the user will mean the specified box will be skipped when tabbing through the boxes on the Main Form.

For example, if you never use the Your Ref box on a job, you could add the option "Skip Next Tab position - Your Ref" to the user. When using the TAB or up/down keys on the Main Form, the yellow highlight will now skip the "Your Ref" box.

Tab Position After Edit Job

Adding one of these options to the user will mean the specified box will automatically be highlighted after you enter Edit mode on a job.

For example, if you will generally want to update line items when editing a job you could add the option "Tab position after Edit Job - Items" so the yellow highlight automatically moves to the line items when you use Action > Edit job.

Tab Position After New Job

Adding one of these options to the user will mean the specified box will automatically be highlighted after you create a new job.

For example, if you generally want to add the dentist to a job right after using Action > New Job, add the option "Tab position after New Job - Customer" to the user.

Tab Position After Select Customer

Adding one of these options to the user will change where the yellow highlight will appear after selecting a customer onto the Main Form.

For example, if you usually want to enter a job number to start a new job for the selected customer, add the option "Tab position after Select Customer - Job No."