The Toolbar

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This toolbar sits below the Menu Bar and above the Main Form, and contains one-click availability of some commonly required functions. Many of these functions are also available under the menus in the Menu Bar.

 

The toolbar is context-sensitive, automatically displaying the functions relevant to what you are doing at the moment. Functions that cannot be used in the current context are grayed out.

 

 

 

Print

 

toolbar-print

(or press F5 on your keyboard, or use Action menu > Print)

 

Allows you to print, email or save a PDF file of any document that is appropriate for the job currently displayed on the Main Form.

 

The eligible document types for each stage of a job is controlled by Transactor, but you can change the default document types that are automatically suggested for printing when you click this icon or press F5 on your keyboard.

 

For example, there are a number of document types that are eligible to be printed for a booked out completed job, but maybe whenever you use this icon on a booked out completed job you usually need to just print an Invoice A5. Using the Printing Rules page of the Control Centre you can configure an Invoice A5 to be suggested for printing when the Print window pops up. You can still select other documents to print, or de-select the Invoice A5.

 

To configure the default document types for the Print dialog window, you will need to configure the "Action: Print, Job State:" items in the Printing Rules list.

 

In order to print you will need to have assigned your printer via the Send To's page of the Control Centre.

By default, sending a document to the "File PDF" send to channel will save the file to the "C:\Transactor\Files" folder of your computer. You can change the location from the Send To's page of the Control Centre.

In order to send emails you will need to have configured the Transactor Emailer with the correct settings for your email account.

 

Read more about Printing Rules here

Read more about Send To channels here

Read more about Emailer Setup here

 

 

 

 

Patient Search

 

toolbar-patient search

(or press Ctrl + P on your keyboard, or use Tools menu > Patient Search)

 

Brings up the Patient Search dialog window to allow you to search for jobs by specifying all or part of a patient's name.

 

Read more about the Patient Search here

 

 

 

 

Select Customer

 

toolbar-select customer

(or press Ctrl + G on your keyboard, or use the Customer menu > Select or Add New)

 

Brings up the Customers selector where you can select a customer or add a new one.

 

Click the Add New button to add a new customer. You can also add dentists and practices from the Setup Wizard.

 

Read more about the Customers selector here

Read more about adding a new customer here

 

 

 

 

Customer History

 

toolbar-customer history

(or press F11 on your keyboard, or use the Customer menu > History)

 

Displays the Customer History screen, which lists all invoices, jobs and transactions for the current customer. Most recent transactions are shown at the bottom of the list, with booked in jobs showing below these.

 

Read more about the Customer History screen here

 

 

 

 

Select Product

 

toolbar-select product

(or press Ctrl + I on your keyboard, or use the Product menu > Select or Add New)

 

Brings up the Products selector where you can select a product to add to the current job (if it's in an Edit state), or add/create a new product.

 

Click the Add New button to create a new Product. You can also create products from the Setup Wizard.

 

Read more about the Products selector here

Read more about creating a new product here

 

 

 

 

Jobs List

 

toolbar-jobs list

(or press Ctrl + J on your keyboard, or use the Job menu > Select)

 

Brings up the Jobs selector where you can list jobs by using different search criteria. Double clicking on any job will bring it onto the Main Form.

 

Read more about the Jobs selector here

 

 

 

 

Navigation controls

 

Navigation Controls

 

These buttons allow the user to move through the jobs on the system, assuming it is a valid to do so at the time - for example, if the user is modifying a job but has not yet booked it in, they will be prevented from moving to a different job.

 

In order from left to right, the navigation controls allow the user to Move to the first job in the system, to the previous job, to the next job, and to the last job. Jobs are ordered by job number.

 

You can also use the following shortcut keys on your keyboard as an alternative to clicking these icons:

 

Ctrl + Home

Move to the first job

Ctrl + Page Up

Move to the previous job

Ctrl + Page Down

Move to the next job

Ctrl + End

Move to the last job

 

 

 

 

Forms Manager

 

toolbar-forms manager

 

Each job is displayed on its own Sales Form, but you can work with up to 9 forms simultaneously by using the Forms Manager at the top right of the Main Form. Working with multiple forms allows you to easily refer to other jobs and accounts while working on a different job.

 

To open a new form, click the "Open new form" option on the Forms Manager menu, or press Ctrl + O on your keyboard. The new form will display in place of the form you currently have open.
The number of forms you currently have open is shown on the Forms Manager item on the toolbar. The currently visible form is indicated with a green tick in the menu. In the screenshot above, there is 2 forms open and the user is currently viewing the second one: "Form (2 of 2)".
To move between forms, either select the form you wish to move to from the Forms Manager menu, or press Ctrl + the number of the form. eg. to move to form 2, press Ctrl + 2.
To close the current form, select "Close current form" from the Forms Manager menu, or press Ctrl + K on your keyboard.

 

 

 

 

My Preferences

 

toolbar-my preferences

(or press Ctrl + U on your keyboard, or use Tools menu > My Preferences)

 

You can modify the settings for the current user from here, including colour scheme, tab options and your password. The screen you will be presented with is the same as for editing a user from the Control Centre.

 

You will not be able to add permissions to the current user unless your Control Level is Advanced or Advanced (Manager).

 

Read more about the Preferences screen here

 

 

 

 

Control Centre

 

toolbar-control centre

(or press Ctrl + S on your keyboard, or use the Tools menu > Control Centre)

 

Use the Control Centre for configuring Transactor for your lab, including managing your customers, products, price lists etc.

 

Depending on the Control Level of the currently logged in user, you may only have access to the Setup Wizard page. An Advanced user will have access to the Advanced page also.

 

You can also access the Control Centre from the cog icon on the toolbar.

 

Read more about the Control Centre here

 

 

 

 

Help / User Guide

 

toolbar-help

(or press F1 on your keyboard, or use the Help menu > Transactor help)

 

Provides access to this Transactor V8 User Guide.