Symbols, Buttons, and Indicators

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.

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.

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 select an expansion button, the detail for the selected field is displayed.

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

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. Select 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 select 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.

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.

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

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.

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.

Item indicator
The Item indicator displays in the Equipment window when the equipment record doesn't belong to a group.

Group indicator
The Group indicator displays in the Equipment window when the equipment record belongs to a group and the item is the lead item in the group.

Group item indicator
The Group Item indicator displays in the Equipment window when the equipment record belongs to a group and the item isn't a lead item in the group.