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  (c) PCP Software Solutions Ltd, 2017-2024

Options

 
In this section, you will learn how to create custom fields.
 
 
 
View Options
 
1. From the Main Screen, click on Options.
 
Options
 
1

Ribbon Bar

 
1. Ribbon Bar
 
The ribbon bar provides quick access buttons:
 
Icon
Button
Description
Close
Close form
New
Create a record
Delete
Delete selected record
 
2

Asset Name

 
2. Asset Name
 
The name of the asset.
 
3

Asset Type

 
3. Asset Type
 
The name of the asset type.  Factory default values are Customer, Rental, Stock, Parts and Consumables.  These cannot be edited or deleted.
 
4

Board

 
4. Board
 
The column name used to group the cards.  Sorted by alphabetical order in the Board.
 
5

Condition

 
5. Condition
 
The condition of the asset type.  Factory default values are Calibrated and Retired.  These cannot be edited or deleted.
 
6

Customer

 
6. Customer
 
The company who owns the asset. 
 
You can also create new customers and email contacts, and edit existing customers and email contacts.
 
7

Departments

 
7. Departments
 
The department name used when issuing Etrain tasks.
 
8

Description

 
8. Description
 
The name to describe the work or service carried out used when creating a service entry.
 
9

Location

 
9. Location
 
The location of the asset. 
 
You can also defined which locations are supplier locations.
 
10

Manufacturer

 
10. Manufacturer
 
 The manufacturer name of the asset.
 
11

Model

 
11. Model
 
The model name of the asset.  You can also store images based on the model name in Asset Information.
 
12

Notes

 
12. Notes
 
The predefined notes used in Certificates and Shipping Notes.
 
13

Status

 
13. Status
 
The status of the asset.  Factory default values are In House, In Progress, Completed, Emailed, Reviewed, Superseded, Approved and Dispatched.  These cannot be edited or deleted.
 
14

Status Bar

 
14. Status Bar
 
The Status Bar is located on the bottom of the form and provides additional information:
 
Icon
Button
Description
Refresh
Sync with the servers and refreshes the database.  Click to Refresh.
Total Records
Total number of records in the Tracking View
Selected Records
Total number of selected records in the Tracking View
Filtered Records
Total number of rows based on the filtered criteria
 
 
 
New Record
 
1. Select the correct tab, then click New Record or right-click the grid view to bring up the context menu and select Record -> New.
 
 
 
New Customer
 
1. Select the Customer tab, then click New Record or right-click the grid view to bring up the context menu and select Record -> New.
 
 
2. Enter all the customer information, then click Save.  Note: When customer is enabled, the customer can receive outgoing emails sent from Email.
 
 
 
Edit Record
 
1. Select the record you wish to edit then double-click the cell to enable edit mode.  This will also change the row selection to cell selection.
 
2. Once in edit mode, double click the highlighted cell again to display the cell editor. Please note: The factory default values are locked and cannot be changed.
 
3. Once in the cell editor, make your edit then press Enter or click away from the cell to commit the change.
 
4. Click OK to save changes or click Cancel to discard the change.
 
 
 
Edit Customer
 
1. Select the customer record you wish to edit then double-click the record to display the customer edit form.
 
 
2. Make your customer edits, then press Update to save changes.
 
 
Add New Contact
 
1. Select the customer record you wish to edit then double-click the record to display the customer edit form.
 
2. Click on the Email plus button and enter the new contact name and email address.
 
 
3. Click Save, then Yes to create the new contact.
 
 
 
Edit Contact
 
1. Select the customer record you wish to edit then double-click the record to display the customer edit form.
 
2. Click on the Email ellipsis button , select the contact from the drop-down menu and then make your change.
 
 
3. Click Update, then Yes to update the contact.
 
 
4.  You can also set the updated contact as the main contact by clicking Yes or No to discard.
 
 
 
Delete Record
 
1. Select the record you wish to delete then click Delete Record or right-click the selected row to bring up the context menu and select Record -> Delete.  Please note: The factory default values are locked and cannot be deleted.
 
 
2. Click Yes to confirm the deletion.