Simple to Learn

This is a sample screen in eCandidus™ Desktop.   Once you have learned the different options in this screen you will have mastered all of the other data screens in the system.

Let's look at the screen in detail, starting from the top:

In the title bar, you will find what action (View/Edit) you are currently doing, and the set (Address Book) involved.  You will also find the key information about the entry which varies from set to set, and in this case is the entity name, city and primary phone number.

Next you find a page selector:

Which tells you that there are three pages defined for the entry: Contact, Info and Maps.  You can switch pages by clicking on the appropriate tab.

Each page is made up of data fields and action buttons:

A data field:

Action button:

Data fields are composed of an optional label (State), a data entry area and an info button  ().   The data entry area may vary according to the data that the field can hold:

A text field:

An choice field:

A Yes/No field:  

An image field: (Shown as it appears when selected)

A multi line text field: (Shown as it appears when selected)

A public sub-form field:  

This type of field has a sub-form behind it, however the sub form is shared.   The example is an address, which is kept in the address book and shares the same information in all places where it is used.

A private sub-form field:

This type of field also has a sub-form behind it, however the sub-form is not used in any other location.

Note that some fields can hold more than one value, for instance an Office Memo may be sent to more than one person in the office.

Also fields can keep a list of all values entered over time.  The list is accessible via the info button.

For each field, you will find an info button, whose appearance changes according to the state of the field:

Field has a valid value, and no Quick Note is attached
Field has a valid value, and Quick Note is attached
Field has an invalid value

By clicking on the button a field specific menu is displayed, with any of the following options available (shortcut is shown in parentheses):

Command Shortcut Explanation
Show Details Ctrl + I Shows details sub-form
Lock/Unlock   Locks the field so only you can change it
Create New Ctrl + W Create a new details sub-form
Show Available Ctrl + L Shows a list of available values
Show Selected Ctrl + U In a multi-value field, shows the values selected
Pick Closest Picks from Address Book or Associates table according to distance
Add Ctrl + Ins In a multi-value field, adds a new value
Delete Current Ctrl + Del In a multi-value field, deletes the current value
Cancel  Cancels changes
Edit QuickNote Ctrl + N Edits the Quick Note
Change Background Color Changes the background color
Change Foreground Color Changes the text color
Display changes Ctrl + J Displays the list of values entered for the field
Copy Field Definition To Clipboard Copies a generic merge field definition to the clipboard

And at the very bottom a set of commands:

Displays the information screen
Displays where the information is used in other sections of the system
Displays a list of Addresses of persons or companies related to the active form
Displays action Milestones
Display the History for the active form
Merges information from the active form into a Document
Merges information from the active form into a Form
Print.  Generates a report from the current information
Print screen.  Prints the active form
Sets the printer layout
Creates a Things To Do from the active form
Creates an Office Memo from the active form
Creates an Appointment from the active form
Creates a Phone Message from the active form
Minimizes the active window
Maximizes the active window
Restores the active window to its normal size
Cancels all changes to the current information
Saves the active form
Sends the active form to its intended recipients