Manual:Basics: Difference between revisions
| Line 86: | Line 86: | ||
====<p style="color:Gray">[[File:OtherActions.png]] Other Actions</p>==== | ====<p style="color:Gray">[[File:OtherActions.png]] Other Actions</p>==== | ||
: Allows access to several other actions available if definitions have been created.<br> | : Allows access to several other actions available if definitions have been created.<br> | ||
:*<b>Duplicate Filter</b> | |||
:*<b>Review Duplicate Records</b> | |||
:*<b>Duplicate Record</b> | |||
:*<b>Export Data:</b> Exports data to a file.</b> | |||
:*<b>Copy Record:</b> Allows for copying of a record to create a new record to save data entry time if new record is very similar to an existing record. | |||
:*<b>Mail Merge</b> | |||
:*<b>Change All Filtered Records:</b> From within a filtered screen, this allows the ability to update a specific field containing same data to all of the filtered records. | |||
:*<b>Open Shortcut</b> | |||
:*<b>Save Record Shortcut:</b> Creates a shortcut that can be saved to the local computer for quick access to a specific record. | |||
:*<b>Save Screen Shortcut:</b> Creates a shortcut that can be saved to the local computer for quick access to a specific screen. | |||
====<p style="color:Gray">[[File:Notifications.png]] Notifications</p>==== | ====<p style="color:Gray">[[File:Notifications.png]] Notifications</p>==== | ||
: When green, there are unviewed notifications for the user logged in (not specific to the current record on the screen). Notifications are generated by Document Flow Rules created in the system to notify users when a record has been added, changed, or a note added to a record related to the user. | : When green, there are unviewed notifications for the user logged in (not specific to the current record on the screen). Notifications are generated by Document Flow Rules created in the system to notify users when a record has been added, changed, or a note added to a record related to the user. | ||