v7 Quickstart for v6 Users

<< Click to Display Table of Contents >>

Navigation:  »No topics above this level«

v7 Quickstart for v6 Users

 

There have been several improvements to the user interfaces.  On first log in, you may notice a few things have moved.  Please take a minute to review this guide to help jump start you with the new features.

 

 

 

Where did the Toolbar go? toobar

 

 

All of the items traditionally found using the Toolbar are now available on the Menu bar.

 

 

newtoolbar1

Underneath the Menus you will notice a new toolbar containing quick launch buttons.

 

toolbar2

 

You can personalize this toolbar with the functions you commonly use.  

 

To change the Toolbar settings, click on the Settings settingscog cog.

 

toolbar3

 

The toolbar settings will be displayed.  Select/Deselect  the desired functions.

 

toolbar4

 

To change the order, drag a drop the columns in the desired order.

 

toolbar5

 

Close to save or click Reset to return to the defaults.

 

 

Click on Products productsbutton to bring up the new records interface.

 

 

products

 

A quick explanation of the icons across the top:

 

add  Add a new record.

 

delete   Delete a record.

 

search  Advanced Search

 

all   List All Records

 

selected   Show only Selected Records

 

omit   Omit Selected Records

 

provider  Download Products from SDSprovider

 

wizard   Launch Wizard

 

font   Increase or Decrease Font size

 

oneclickpdf  One-Click PDF Report

 

excel  One-Click Excel Export

 

settings   Customize Layout

 

 

Click on the Settings cog settings  to customize the layout.

 

settingsProduct

 

Select/Deselect items as desired.  Drag and Drop columns to arrange the order.  

The new items selected and the order will be appear in the PDF and Excel One-Click reports.