Screen Layout
To retain consistency, most screens are divided into three mains areas:
The Menu/Function area - Positioned alongside the left hand side of the screen and is separated from the remainder of the screen by a vertical bar. The Menu will be refreshed to display the relevant buttons depending on which module you are in.
The List of records area – Positioned on the upper right hand side of the screen and is separated from the lower right hand side of the screen by a horizontal bar. Depending on which module you are in, will determine what sort of records are listed in this area. For example, if you are in the Contacts module, all the available contacts will appear in this grid if the appropriate option button for All Contacts is selected. However, if you are in the Appraisals module, you will see a list of Appraisal records etc. You may re-position the columns headings into any order you prefer. To do this, left click on the column heading and move to the left or right and drop it into position.
The List of records area – Positioned on the upper right hand side of the screen and is separated from the lower right hand side of the screen by a horizontal bar. Depending on which module you are in, will determine what sort of records are listed in this area. For example, if you are in the Contacts module, all the available contacts will appear in this grid if the appropriate option button for All Contacts is selected. However, if you are in the Appraisals module, you will see a list of Appraisal records etc. You may re-position the columns headings into any order you prefer. To do this, left click on the column heading and move to the left or right and drop it into position.
The Selected Record Display area – Positioned on the lower right hand side of the screen and is separated from the upper right hand side of the screen by a horizontal bar. If a record is selected on the List of Records above, the details of that record will be displayed here.
The Active Window - Positioned over the top of the right hand side of the screen. Click New or Double click to select a record on the List of Records above and the details of that record will be displayed here. The Active Window is the display screen used to perform functions such as creating new records, editing etc. You May increase the size of an Active Window by placing your mouse cursor on any of the four corners, when the cursor turns into a double pointed black arrow, click and drag in the direction that you want to expand. Release your mouse when the desired screen window size is reached.
The Taskbar situated at the top of any window, contains function buttons that will perform various tasks. For example, the File > New button featured on the Calendar Taskbar will allow you to quickly create new records. Using the example of adding a new Appraisal, if you click on the File > New button, you may select Appraisal…, this eliminates you from having to use the Menu/Function area, selecting Properties, then Appraisals.
Should you require more space in any of the above areas, you may Click & Drag the vertical or horizontal bars to increase the width or height of the display.
The colour scheme may be also changed to suit your individuality – Start > Settings > Control Panel > Display