KLIO Chat
Description of
...
Functionality
Input window
This window is used to maintain ...
| Menu item | Menu description |
|---|---|
| Edit | - |
| : ... | - |
| : : ... | ... |
| : ... | ... |
| Print receipt via Word | |
| Options | Call up options window |
| : ... | ... |
| Search | Call up list window |
| Icon | Toolbar description |
|---|---|
 | Create new ... |
 | Save changes |
 | ... delete |
  | |
  | Create/edit notes |
  | Create/edit associations |
 | Processes... |
 | Email to ... send |
 | Generate transaction document |
 | Set validity |
 | Manage roles |
 | Show document history |
| . | ... |
| Field | Field description |
|---|---|
| Tab/register entry | |
| Group | - |
| : : Group field | ... |
| Button | Button description |
|---|---|
| Action | - |
| : Back | The window is closed. |
| Delete | The displayed ... is deleted. |
| : New | The input window is cleared. |
| Save | Changes to the ... are saved. |
List window
This window is used to list ...
| Menu item | Menu description |
|---|---|
| Edit | - |
| Reset | Reset list: The list and search fields are cleared. |
| Close | Close window |
| Options | Call up options window |
| Icon | Toolbar description |
|---|---|
 | Execute multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time. |
 | Reset list: The list and search fields are cleared. |
| Create new ... |
 | ... edit |
| ... delete |
| |
| Create/edit notes |
| Create/edit associations |
| Display processes |
| Email to ... send |
| Generate transaction document |
| Set validity |
| Manage roles |
| Show document history |
 | Copy all objects to the clipboard |
| ... | ... |
| field | Field description |
|---|---|
| Number | ... |
| Button | Button description |
|---|---|
| filter | - |
| : Advanced search | Call up advanced search |
| Action | - |
| : Back | The window is closed. |
| Delete | The selected ... is deleted. |
| : New | An empty input window is opened. |
| Edit | The current ... is displayed in the input window. |
Selection window
This window is used to select ...
| field | Field description |
|---|---|
| Number | ... |
| Button | Button description |
|---|---|
| filter | - |
| : Advanced search | Call up advanced search |
| Action | - |
| : Back | The window is closed. |
| Select | Confirm selection |
Options window
All settings for the search can be made here.
| Menu item | Menu description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Field description |
|---|---|
| List options | |
| Search options | - |
| : : Immediate transfer in case of a hit | If only one ... is found, this is opened in the input window |
| : : Empty list before new search | The list is emptied before each new search |
| : : General search | Normal search Search terms from ... use yourself |
| : : Advanced search | So-called wildcards can be used for the search, such as * or AND OR... Search terms of the other roles of the ... are taken into account |
| : Validity | Validity |
| : : With exchange object | If an invalid object has a valid exchange object, only the valid exchange object is displayed (default setting) |
| : : Without exchange object | Any existing exchange objects are ignored, only the original object is listed. If this original object is invalid, it is only listed if the listing of invalid objects (selection: All objects) has also been selected in the other option |
| : : Only valid objects | Only valid objects are listed (default setting) |
| : : All objects | Both valid and invalid objects are listed |
| : Number of objects | Determines the maximum number of objects displayed in the list during a search |
| : : All objects | All objects found are listed |
| : : Number of objects | The number of listed objects can be specified manually |
| : : 100 objects | Only a maximum of 100 objects are output in the list |
| Default settings | |
| Global default settings | Global default settings can be saved for the client and the cost centre. These are displayed here, as are the current default options that each module has. To create a global default setting, a user default setting must first be saved. Right-clicking on this user setting and selecting the context menu item "Edit user-defined setting" opens an editing window for this setting, in which the assignment of the staff member/user to a client or cost centre can be changed. ("Level" button) |
| User default settings | Each user can save any number of default settings. Please note that if several settings are found, the first one found is used as the default setting. The name of the setting can be changed with a double-click. |
| Button | Button description |
|---|---|
| OK BUTTON | The settings are saved and the window is closed. |
Related topics
;){kind=link}
;){kind=link}
;){kind=link}