Web Site Usage
From HostedSuite Wiki :: Evo Technologies
At the top right side of the screen, you will see the user you are currently logged in as.
Below the login status, you will find quick links to the Console, Help, Account Settings, etc.
The Search Everywhere box allows you to quickly find a Client, Contact, Meeting Room etc.
To use the Search Everywhere box, start typing. Matching results will be displayed below the box along with links to the various actions available for the match (e.g. Edit, View, Schedule, etc.)
Pressing Enter in the Search Everywhere box will perform the default action for the first match, typically Edit.
The main tabs in the image above are displayed in light blue with the currently selected tab displayed in gray.
Each tab leads to a section of the site related to the functionality for that tab.
Below the main tabs, are links to various pages related to the selected tab's functionality.
Throughout the HostedSuite web site, you will see tables displaying lists of items, e.g. Clients.
Each table is divided into the following sections
The commands toolbar displays actions related to the selected items in the table, for example, you can delete the selected clients by clicking the Delete button.
The most common command are listed in the table below
|Delete||Deletes the selected items|
|Archive||Archives the selected items|
|Tag||Tags the selected items with the Tag selected from the list|
|Untag||Removes the selected Tag from the selected items|
|Refresh||Refreshes the grid|
|Opens a report of the selected items with the ability to Print or Export.|
At the top of each column is the column header link. This link can be clicked to sort the column. Each click toggles between sorting in ascending or descending mode.
The arrow image displayed next to the column indicates the order of the currently sorted column.
The search filter bar is displayed above the data for the table. You can use the fields in the search bar to search for specific data.
Note: You must press Enter in text fields to search
Below the Seach Bar is the list of data in the current table. Links provided allow you to perform actions on that row, e.g. Edit.
Links with a dashed underline can be hovered with a mouse to display more information. For example the Tags column in the image above.
Summary fields are displayed below the list of data. For example, in the image above the Total Records summary field displays the number of records matching the current query.
The table navigation fields are displayed at the bottom left of the table.
You can use these to move to the next page of data or to specify the number of rows of data to be shown.
Item Status Filters
The Item Status filters show up at the bottom right of the table. These links allow you to specify the status of the items being displayed. For example, clicking the "deleted" link will show all Clients that have been deleted.