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Tips to Consider

Notice the shaded box with the white arrow just to the right of the logo. If you click this arrow, you will hide the sidebar and have more room in the window. Hiding the sidebar will push the navigation menu to the top right, so you can still have access to other pages.

You can change the width of the sidebar by dragging the light gray border to the right of the sidebar.

Save button can be clicked with a quick key, Control-Option-S on Mac, Alt-Shift-S on Windows. The combination might be different in some browsers.

Add button can be clicked with a quick key, Control-Option-A on Mac, Alt-Shift-A on Windows. The combination might be different in some browsers.

In any date field, you can press period (.) to get the current date, plus (+) to add one to the date and minus (-) to subtract one from the date.

List button can be clicked with a quick key, Control-Option-L on Mac, Alt-Shift-L on Windows. The combination might be different in some browsers.

Are there pages that you use a lot? Add them to the sidebar by going to My Account -> My Menus.

If a record does not appear in a list, it might be inactive. Inactive records are hidden by default. Go to [Choose Action], select Preferences and choose Show Inactive Records.

In any maintenance program, you can change the fields that show up in the columns of the list. Go to the [Choose Action] drop down and select Preferences. Drag fields from Available Fields to Fields to include in list. You can also change the order in Fields to include in list.

In the sidebar menu, a menu item can go to a program and also have a submenu. If you click directly on the word of the menu item, you will be taken to the program. If you click anywhere else on the menu item, the submenu will be opened.

In the sidebar menu, a menu item can go to a program and also have a submenu. If you click directly on the word of the menu item, you will be taken to the program. If you click anywhere else on the menu item, the submenu will be opened.

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