This section contains helpful How-To instructions provided by Cyrious staff and users. Please feel free to add your own or email your How-To Guide to support@cyrious.com. ===== CFL How-To ===== * [[control/how_to_check_part_cost_is_current_-_version_4.5_higher|How To Check Part Cost Is Current - Version 4.5 & Higher]] * [[control/how-to_check_that_a_part_cost_is_current|How-To Check that a Part Cost Is Current]] * [[control/how-to_check_that_height_and_width_dimensions_are_within_range|How-To Check That Height and Width Dimensions are Within Range]] * [[control/how-to_autofill_line_item_description_when_pricing|How-To Autofill Line Item Description When Pricing]] * [[control/how-to_set_transaction_udf_fields_based_on_product_characteristics|How-To Set Transaction UDF Fields Based On Product Characteristics]] * [[control/how-to_use_the_calculatelayoutonroll_function_for_layout_calculations|How-To Use the CalculateLayoutOnRoll Function for Layout Calculations]] * [[control/how-to_use_the_calculatelayoutonsheet_function_for_layout_calculations|How-To Use the CalculateLayoutOnSheet Function for Layout Calculations]] * [[control/how-to_validate_a_users_input|How-To Validate a Users Input]] * [[control/how_to_use_the_part_price_as_a_list_or_cost_price_in_a_selection_list|How To Use the Part Price as a List or Cost Price In a Selection List]] * [[control/how_to_preview_test_cfl_coding_results|How To Preview & Test CFL Coding Results]] * [[control/how_to_use_loops_in_cfl|How To Use Loops in CFL]] * [[how_to_convert_ini_file_format_to_json]] * [[how_to_use_the_setvariables_function_to_set_variable_values]] * [[control/how_to_make_variable_formulas|How To Make Variable Formulas]] * [[control/how_to_use_the_same_table_for_different_variables|How To Use The Same Table For Different Variables]] * [[control/how-to_make_coding_easier_with_the_formula_builder|How-To Make Coding Easier With The Formula Builder]] * [[control/how_to_create_and_use_linked_lists|How To Create and Use Linked Lists]] * [[control/how_to_have_different_formulas_for_a_variable_depending_on_the_product_selected|How To Have Different Formulas For A Variable Depending On The Product Selected]] * [[control/how_to_use_list_filters_to_show_only_certain_rows_for_different_products|How To Use List Filters To Show Only Certain Rows For Different Products]] * [[control/how_to_set_up_and_use_udfs|how_to_set_up_and_use_udfs]] * [[control/how_to_pass_numbers_to_and_from_a_unit_variable|How To Pass Numbers To and From a Unit Variable]] * [[control/how_to_set_udfs_based_on_transaction_variables|How To Set UDFs Based on Transaction Variables]] * [[control/how_to_determine_if_estimate_has_variations_how_many|How To Determine If Estimate Has Variations & How Many]] * [[control/how-to_export_jdf_information_from_control|How-To Export JDF Information from Control]] * [[control/how_to_create_temporary_variables_with_declare|How To Create Temporary Variables With 'Declare']] * [[control/how_to_debug_formulas|How To Debug Formulas]] * [[control/how_to_spread_cost_between_line_items|How To Spread Cost Between Line Items]] * [[control/how-to_retrieve_a_sql_value_in_cfl|How-To Retrieve a SQL Value in CFL]] * [[how_to_make_server_2012_auto_login_admin_account]] ===== Installation How-To ===== * [[how-to_setup_the_sslip_to_run_automatically_on_boot_using_task_scheduler]] * [[control/how-to_install_a_control_update|How-To Install a Control Update]] * [[control/how-to_perform_a_server_swap_to_install_control_on_a_new_server|How-To Perform a Server Swap to Install Control on a New Server]] * [[control/how-to_perform_a_manual_installation_of_control|How-To Perform a Manual Installation of Control]] * [[control/how-to_install_ultidev_cassini_for_production_terminal_usehow-to_install_ultidev_cassini_for_production_terminal_use|How-To Install UltiDev Cassini for Production Terminal Use]] * [[control/how-to_use_gmail_without_ssl_for_local_email|How-To Use GMail without SSL for Local Email]] * [[how-to_use_godaddy_email]] * [[how_to_install_production_terminal_on_iis_7_for_windows_7]] * [[how_to_install_web_view_on_iis_7_for_windows_7| How to Install Web View on IIS 7 for Windows 7]] ===== Macro/Automation How-To ===== * [[control_macro_ideas]] * [[control/how-to_email_invoices_on_orders_in_sale_manually|How-To Email Invoices on Orders in Sale (Manually)]] * [[control/how-to_email_invoices_on_orders_in_sale_automatically|How-To Email Invoices on Orders in Sale (Automatically)]] * [[control/how-to_email_customer_when_order_marked_built_automatically|How-To Email Customer when Order Marked Built (Automatically)]] * [[control/how-to_email_account_statements_to_companies_with_balances_due|How-To Email Account Statements to Companies with Balances Due]] * [[how-to_automate_your_backups_to_run_at_night]] * [[control/how_to_email_departments_of_po_receipts|How To Email Departments of PO Receipts]] * [[control/how_to_create_an_estimate_follow-up_activity|How To Create an Estimate Follow-Up Activity]] * [[control/how-to_create_an_email_for_estimate_follow-up|How-To Create an Email for Estimate Follow-up]] * [[control/how-to_set_transaction_udf_fields_based_on_product_characteristics|How-To Set Transaction UDF Fields Based On Product Characteristics]] * [[macro_trigger_based_on_date_intervals]] * [[how_to_create_sequel_code_for_reports_macros]] * [[how-to_automatically_close_an_order_in_sale_running_a_sql_report_in_a_macro]] * [[how_to_update_udfs_using_sql_and_macro_triggers|How To Calculate and Update UDFs Using SQL and Macro Triggers]] * [[how_to_create_dynamic_or_variable_text_popups_for_alerts_and_user_information|How to Create Dynamic or Variable Text Popups]] * [[control/how-to_automatic_your_daily_close_outhow-to_automate_your_daily_close_out|How-To Automate your Daily Close Out]] * [[how_to_calculate_a_weekday_for_a_macro_trigger|How To Determine A Weekday For A Macro Trigger For Payment Terms-based macros]] * [[how_to_use_udf_values_in_a_macro_trigger]] * [[how_to_create_a_macro_that_only_runs_after_the_first_edit_or_recompute]] ===== Out-of-the-Box OOB Dataset Related How-To's ===== * [[control/correcting_formulas_for_advanced_labor|How-To Correct Formulas for Advanced Labor]] * [[control/how-to_create_modifier_to_override_square_foot_price|How-To Create Modifier to Override Square Foot Price]] ===== Parts ===== * [[control/how_to_use_parts_in_selection_lists|How To Use Parts In Selection Lists]] * [[control/how_to_bypass_report_option_prompt_for_faster_display|How To Bypass Report Option Prompt For Faster Display]] * [[control/how_to_update_part_prices_from_excel_spreadsheet|How to Update Part Prices from Excel Spreadsheet]] * [[control/inventory_display_unit_faq|Inventory & Display Unit FAQ]] * [[resell_parts|How To Use the Resell Parts Feature]] ===== Pricing Form How-To's ===== * [[control/how-to_suppress_tabs_in_a_pricing_form_page_control|How-To Suppress Tabs in a Pricing Form Page Control]] * [[control/how-to_make_coding_easier_with_the_formula_builder|How-To Make Coding Easier With The Formula Builder]] * [[control/how-to_use_a_ttabchildcontainer_to_display_child_items_on_your_main_form|How-To Use a TTabChildContainer to Display Child Items on Your Main Form]] * [[control/how_to_allow_users_to_restore_overriden_values|How To Allow Users to Restore Overriden Values]] * [[control/how_to_change_font_size_make_characters_bold_etc._on_pricing_form|How To Change Font Size, Make Characters Bold, Etc. On Pricing Form]] * [[control/how_to_create_variable_text_on_a_pricing_form|How To Create Variable Text On a Pricing Form]] * [[control/how_to_hide_fields_on_a_pricing_form|How To Hide Fields On a Pricing Form]] * [[control/how_to_make_decimals_show_in_number_variables_on_pricing_forms|How To Make Decimals Show In Number Variables On pricing Forms]] * [[control/how_to_make_variable_formulas|How To Make Variable Formulas]] * [[control/how_to_remove_object_which_appears_in_the_entry_screen_but_not_the_pricing_form|How To Remove Object Which Appears In the Entry Screen But Not The Pricing Form]] * [[control/how-to_autofill_line_item_description_when_pricing|How-To Autofill Line Item Description When Pricing]] * [[control/how_to_show_inventory_levels_on_the_pricing_form|How To Show Inventory Levels On The Pricing Form]] * [[control/how-to_create_a_fedex_shipping_link_on_the_pricing_form|How-To Create a FedEx shipping Link on the Pricing Form]] * [[control/how_to_link_thumbnail_images_to_selection_list_rows|How To Link Thumbnail Images to Selection List Rows]] * [[control/how_to_set_length_of_drop_down_lists|How To Set Length of Drop Down Lists]] * [[control/how_to_trigger_recalculation_on_mouse_click|How To Trigger Recalculation on Mouse Click]] ===== Products ===== * [[control/how_to_insure_that_a_child_product_is_included_in_an_order_or_estimate|How To Insure That A Child Product Is Included In An Order Or Estimate]] * [[control/how_to_create_a_new_material_category|How To Create a New Material Category]] * [[control/how_to_add_a_printer_to_the_cutter_list|How To Add a Printer to the Cutter List]] * [[control/how_to_enable_priority_tracking_on_orders|How To Enable Priority Tracking on Orders]] ===== Service Tickets ===== * [[control/how_to_set_up_a_service_ticket_system_for_internal_ordering|How To Set Up A Service Ticket System For Internal Ordering]] ===== Product Layouts ===== * [[control/how-to_modify_layouts_for_estimates_work_orders_and_invoices|How-To Modify Layouts For Estimates, Work Orders, and Invoices]] * [[control/how_to_use_declare_and_case_statements_to_simplify_layouts|How To Use Declare and Case Statements To Simplify Layouts]] ===== Derived Products ===== * [[control_-_what_is_derived_productswhat_is_derived_products|What is Derived Products?]] ===== UDF Layouts And Actions ===== * [[how_to_set_up_and_use_udfs]] * [[control/how_to_display_numbers_with_decimals_in_udf_layouts|How To Display Numbers With Decimals in UDF Layouts]] * [[control/how_to_separate_udfs_into_tabbed_pages|How To Separate UDFs Into Tabbed Pages]] * [[how_to_retrieve_the_date_of_a_udf_entry|How To Retrieve UDF Entry Dates and Data For Macros and Reports]] ===== Smart Parts ===== * [[control_-_what_is_smart_parts|What Is Smart Parts?]] * [[control_-_smart_part_introduction|Smart Part Overview]] * [[control_-_smart_part_search_variable_and_grid|Smart Part Search Variable and Grid]] * [[control_-_smart_part_search_builder|Smart Part Search Builder]] * [[control_-_smart_part_filter_variable_and_grid|Smart Part Filter Variable and Grid]] * [[control_-_smart_part_summary|Smart Part Summary Variable and Component]] * [[control_-_smart_part_cfl_changes|Smart Part CFL Changes]] * [[how-to_setup_a_smart_part_product]] * [[how_to_write_layouts_for_a_smart_parts_productcase_study_on_creating_a_smart_parts_product|Case Study On Creating A Smart Parts Product]] ====== Invoicing ====== * [[progress_billing]] **Sales Management** * [[control/how-to_-_a_basic_sales_management_approach|How-To - A Basic Sales Management Approach]] - This is the approach recommended for most small and mid-sized businesses. * [[control/how-to_-_an_advanced_sales_management_approachhow-to_-_an_advanced_sales_management_approach|How-To - An Advanced Sales Management Approach]] - This approach is most appropriate for large or sophisticated sales operations. * [[control/log_records_of_calls_to_customers_past_due_inquiries_directly_to_gl_and_order_record|Log Records of Calls to Customers, Past Due Inquiries directly to GL and Order Record]] * [[control/how_to_create_a_credit_balance_for_a_customer_account|How To Create A Credit Balance For A Customer Account]] * [[control/how_to_reset_salesperson_due_to_inactivity|How to Reset the Salesperson for a Customer Account Due to Inactivity]] ===== Reports ===== * [[control/how-_to_generate_a_gl_export|How-To generate a GL Export]] * [[control/how-to_print_sales_tax_reports_on_closed_orders|How-To Print Sales Tax Reports on Closed Orders]] * [[how_to_display_your_custom_work_order_in_production_terminal]] * [[control/how_to_bypass_report_option_prompt_for_faster_display|How To Bypass Report Option Prompt For Faster Display]] * [[how_to_add_the_pay_online_button_to_a_report]] ===== Accounting ===== * [[control/how-to_setup_a_product_for_use_tax|How-To Setup a Product for Use Tax]] * [[control/how-to_setup_to_track_vat_taxes_on_bills|How-To Setup to Track VAT Taxes on Bills]] * [[control/how-to_handle_barter_with_full_accounting|How-To Handle Barter with Full Accounting]] * [[control/how-to_handle_barter_without_full_accounting|How-To Handle Barter without Full Accounting]] * [[control/how-to_change_your_sales_tax_rates|How-To Change Your Sales Tax Rates]] * [[control/how_to_write_off_receivable_amounts|How To Write Off Receivable Amounts]] * [[control/how-to_enable_and_credit_memos|How-To Enable and Credit Memos]] * [[how-to_backdate_orders_during_your_initial_import]] ===== Payroll ===== * [[control/how-to_print_checks_for_direct_deposit_employees|How-To Print Checks for Direct Deposit Employees]] * [[control/how-to_void_individual_paychecks_on_payroll|How-To Void Individual Paychecks on Payroll]] * [[control/how-to_adjust_vacation_and_sick_time_balances_at_years_end|How-To Adjust Vacation and Sick Time Balances at Year's End]] ===== Export ===== * [[control/how-to_create_an_export_file_for_importing_to_outlook_calendars_based_on_orders|How-To Create an Export File for Importing to Outlook Calendars (based on Orders)]] * [[control/how-to_export_a_calendar_for_importing_to_outlook|How-To Export A Calendar for Importing to Outlook]] * [[control/how-to_handle_an_nsf_check_and_export_into_quickbooks|How-To Handle an NSF Check and Export into QuickBooks]] * [[how_to_export_a_email_contact_list]] ===== Dashboard ===== * [[control/how-to_create_a_dashboard_shortcut_to_open_a_file_or_run_an_exe|How-To Create a Dashboard Shortcut to Open a File or Run an EXE]] * [[control/how-to_create_a_dashboard_shortcut_to_open_a_web_page|How-To Create a Dashboard Shortcut to Open a Web Page]] * [[control/how_to_place_advanced_queries_on_the_dashboard|How To Place Advanced Queries On the Dashboard]] * [[control/how_to_change_station_and_assign_to_in_one_step|How to Change Station and Assign To in One Step]] ===== Explorer ===== * [[control/how_to_manage_order_from_explorer|How To Manage Order From Explorer]] ===== Crystal Reports and Database ===== * [[control/how_to_create_an_odbc_link|How To Create An ODBC Link]] * [[control/how_to_change_layout_features_of_reports_with_crystal_reports|How To Change Layout Features of Reports With Crystal Reports]] * [[control/create_crystal_cross-tab_report|Create Crystal cross-Tab Report]] * [[control/how_to_create_a_new_crystal_report|How To Create A New Crystal Report]] * [[control/how_to_create_loops_and_case_statements_in_crystal|How To Create Loops and Case Statements in Crystal]] * [[control/how_to_pass_information_from_cyrious_to_crystal|How To Pass Information From Cyrious To Crystal]] * [[control/print_unique_estimate_numbers_on_estimates|Print Unique Estimate Numbers on Estimates]] * [[control/create_crystal_report_showing_purchase_history|Create Crystal Report Showing Purchase History]] * [[control/how_to_add_fields_to_a_cyrious_report|How To Add Fields To A Cyrious Report]] * [[how_to_connect_to_a_mysql_database_like_presswise]] * [[how_to_create_a_numeric_index_for_line_items_for_grouping_and_sortinghow_to_create_a_numeric_index_of_line_item_numbers_for_grouping_and_sorting|How To Create A Numeric Index of Line Item numbers For Grouping and Sorting]] ===== General Control Setup ===== * [[control/how-to_configure_control_to_send_email|How-To Configure Control to Send Email]] * [[control/how_to_create_a_new_division|How To Create A New Division]] * [[control/how-to_setup_control_for_credit_card_processing|How-To Setup Control for Credit Card Processing]] * [[control/how-to_setup_control_for_avalara_online_tax_processing|How-To Setup Control for Avalara Online Tax Processing]] * [[control/how-to_setup_and_use_warehouses_for_inventory|How-To Setup and Use Warehouses for Inventory]] * [[control/how_to_activate_backdate_options_menu|How To Activate Backdate Options Menu]] * [[http://support.cyriouswiki.com/How+To+-+Change+a+Report+Export+File+Path%7CHow+To+-+Change+a+Report+Export+File+Path|How To - Change a Report Export File Path]] ===== SQL Knowledge ===== * [[control/how-to_write_sql_to_extract_an_xml_value_from_a_database_field|How-To Write SQL to Extract an XML Value from a Database Field]] * [[control/how_to_use_sequal_reports_for_event_notifications|How To Use Sequal Reports For Event Notifications]] * [[how_to_downgrade_a_sql_2005_database_to_sql_2000]] * [[how_to_change_a_transaction_variable_based_on_an_order_condition]] * [[how_to_create_a_database_table_change_log_using_a_sql_trigger]] * [[how_to_use_udf_change_log_tables_for_macros_and_reports|How To Use UDF Change Log Tables for Reports and Macros]] * [[how_to_create_a_database_backup_with_only_a_specific_order_estimate_or_product]] * [[how_to_access_commission_tables|How To Access Commission Information From StoreData]] ===== Shipping Tab ===== * [[control/shipping_tab_overview|Shipping Tab Overview]] * [[control/how-to_add_or_edit_shipping_method_carriers|How-To Add or Edit Shipping Method Carriers]] * [[control/how-to_ship_a_single_shipment|How-To Ship a Single Shipment]] * [[control/how-to_ship_multiple_shipments|How-To Ship Multiple Shipments]] * [[control/how-to_import_addresses|How-To Import Addresses]] * [[control/how-to_use_the_shipment_explorer|How-To Use the Shipment Explorer]] * [[control/how-to_use_the_shipment_explorer_instruments|How-To Use the Shipment Explorer Instruments]] * [[how-to_pull_data_from_the_shipping_tab_to_an_order_line_item]] * [[how-to_create_a_sql_report_to_set_multiple_shipments_information]] ===== Miscellaneous ===== * [[control/how-to_send_faxes_through_efax|How-To Send Faxes through EFax]] * [[control/how-to_mass_create_folders_for_storing_customer_information|How-To Mass Create Folders for Storing Customer Information]] * [[control/how-to_use_an_ipad_with_control|How-To Use an iPad with Control]] * [[control/how-to_utilize_keyboard_shortcuts_in_control_to_decrease_mouse_clicks|How-To Utilize Keyboard Shortcuts in Control to decrease mouse clicks]] * [[control/how-to_use_the_quick_add_address_feature|How-To Use the Quick Add Address feature]] * [[control/how-to_use_the_line_item_due_date_feature|How-To Use the Line Item Due Date feature]] * [[control/how-to_trigger_refreshes_in_control_from_3rd_party_applications|How-To Trigger refreshes in Control from 3rd Party Applications]] ===== See Also ===== * Backlinks [[include_pagepage_componentbacklinks]]