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Home Page
The Home page in Control 4.x is a dashboard with the different navigation elements as instruments. (You can read more about Dashboards and Instruments in the Control 4 Changes Guide and the Control 4 Instruments Guide.) The Home dashboard is accessed by clicking on the Default Home button in the top left of the screen or by clicking the arrow next to the Dashboard button in the Toolbar.
menubarhomebutton.jpg_aligncenter_captionmenu_bar_and_home_button
 | The default home screen button will appear at the top of the screen, below the menu/toolbar, when you are working in Explorer or any of the other areas in Cyrious. | ||
| The Quick Products options appear to the left of the Home. |
controlhomepage.jpg_aligncenter_captioncyrious_control_home_page
|| quickproducts.jpg_aligncenter || quicklookup.jpg_aligncenter ||
| Quick Products & Quick Lookup Instruments |
The Home Navigator instrument contains shortcuts to these frequently used functions:
|| explorer.jpg_aligncenter
Explorer
Chapter 5 || newcompany.jpg_aligncenter
New Company
Chapter 6 || newestimate.jpg_aligncenter
New Estimate
Chapter 7 ||
| neworder.jpg_aligncenter New Order Chapter 7 | paymententry.jpg_aligncenter Payment Entry Chapter 4 | activitymanager.jpg_width45_height45_aligncenter Activity Manager Chapter 8 |
There are a few more instruments on the default home dashboard; these are the Shortcuts instrument, the User Time Clock instrument, the Time Clock Employee List instrument, and the Tips instrument. The Control 4 Instruments Guide has more information on customizing dashboards for your personal use.
Action Toolbar Overview
The Action Toolbar appears on the right of every screen. This toolbar allows the User to make certain choices, such as save, print or edit, with respect to the information on the data entry screen. Any active portion of the toolbar appears in color. Any inactive portion appears gray.
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|| The options available from the Action toolbar change in EVERY screen you access in Control. However, depending on the screen you are in, these buttons will have drop-down menus of specifically tailored options.
You will learn about these advanced actions later in the manual. ||
Common Action Toolbar Buttons
||||~ Button ||~ Function ||
<  | < SAVE | < Saves all entered information. | |||
<  | < CLOSE | < Closes an unedited screen. | |||
<  | < CANCEL | < Disregards any changes and additions made to a record. | |||
<  | < EDIT | < Enters a mode that allows previously saved information to be changed. | |||
<  | < CLONE | < Duplicates a pre-existing order, estimate, or product to a new record. | |||
<  | < STATUS | < Opens a sub menu to view or change the status of an order. | |||
<  | < VOID | < Cancels an estimate or product from the database. | |||
<  | < Prints the selected item such as an order, estimate or company details. | ||||
<  | < NEW | < Creates a new record in a new screen. | |||
<  | < EXPORT | < Export information for access in another program format, such as Text, XML and XLS. |
Main Menu Overview
File Menu
filemenu.jpg_aligncenter_captionfile_menu_options
Backup Database
This will bring up a pop up window verifying that you want to continue with the procedure.
backupdbprompt.jpg_aligncenter_captionbackup_database_prompt
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|| This procedure takes up quite a bit of time and will disable that particular computer from using Control until the procedure is complete. ||
Close Period Sub Menu
closeperiodsubmenu.jpg_aligncenter_captionclose_period_sub_menu
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|| Close Day || Finalizes the day's financial records. Any other payments entered will show on the next business day's records.
Opens a prompt to print reports. ||
| | Close Week | Finalizes the week's financial records. Any other payments entered will show on the next business week's records. Opens a prompt to print reports. |
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| | Close Month | Finalizes the month's financial records. Any other payments entered will show on the next business month's records. Opens a prompt to print reports. |
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| | Close Quarter | Finalizes the quarter's financial records. Any other payments entered will show on the next fiscal quarter's records. Opens a prompt to print reports. |
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| | Close Year | Finalizes the year's financial records. Any other payments entered will show on the next fiscal year's records. Opens a prompt to print reports. |
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| | Close Export Period | Finalizes the export period's financial records. Any other payments entered will show on the next export period's records. Opens a prompt to print reports. |
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| | Close Royalty Period | Finalizes the royalty period's financial records. Any other payments entered will show on the next royalty period's records. Opens a prompt to print reports. |
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| | You can configure Cyrious to send your information to your bank when you close. | ||||
 | Unclose Day | Reopens the current day's financial records. Any other payments entered will show on the current business day's records. |
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| | Unclose Week | Reopens the current week's financial records. Any other payments entered will show on the current business week's records. |
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| | Unclose Month | Reopens the current month's financial records. Any other payments entered will show on the current fiscal month's records. |
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| | Unclose Quarter | Reopens the current quarter's financial records. Any other payments entered will show on the current fiscal quarter's records. | |||
| | Unclose Year | Reopens the current year's financial records. Any other payments entered will show on the current fiscal year's records. |
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| | Unclose Export | Reopens the current export period records. Any other payments entered will show on the current export period's records. |
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 | Settle Credit Cards | Finalizes the day's credit card processing records. | |||
New Menu
newmenu.jpg_aligncenter_captionnew_menu_options
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|| New Company || Opens a screen to create a new company. ||
 | New Order | Opens a screen to create a new order. | |||
 | New Estimate | Opens a screen to create a new estimate. | |||
 | New Service Ticket | Opens a screen to create a new service ticket. | |||
| | New Vendor | Opens a screen to create a new vendor. | |||
| | New Purchase Order | Opens a screen to create a new purchase order. | |||
| | New Bill | Opens a screen to create a new bill. | |||
| | New Receiving Document | Opens a screen to create a new receiving document. | |||
 | New Quick Bill | Opens a screen to create a new quick bill. | |||
| | New Journal Entry | Opens a screen to create a new journal entry. |
Actions Menu
The content of this menu will vary depending on the screen you are working in. You will learn about the various actions that will appear throughout this manual.
exploreractionmenu.jpg_aligncenter_captionexplorer_actions_menu_example_1
exploreractionsmenu.jpg_aligncenter_captionexplorer_actions_menu_example_2
Tools Menu
toolsmenu.jpg_aligncenter_captiontools_menu_options
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|| Quick Reports || Opens the Quick Reports screen. ||
 | Dashboards | Contains a sub-menu with a listing of all available dashboards (more information on dashboards can be found in the Control 4 Instruments Guide). | |||
| Explorers | Contains a sub-menu with a listing of all available explorers. | ||||
| Home Screens | Contains a sub-menu with a listing of all available home screens. | ||||
| Import Data | Contains a sub-menu with a listing of all available methods to import data files. | ||||
| Utilities | Contains a sub-menu with a listing of available utilities. | ||||
 | Open Calculator | Opens a calculator. |
Dashboard Menu
dashboardmenu.jpg_aligncenter_captiondashboard_menu_options
Dashboards are a new addition to the Cyrious Control program. There are several default dashboards available for your use, or you can customize your own (more information can be found in the Control 4 Documentation Dashboards Guide).
Explorer Menu
explorermenu.jpg_aligncenter_captionexplorer_menu_options
Explorer is Cyrious Software's powerful search engine. With it, you can locate various types of records, such as orders, estimates, service tickets, and contacts.
See Chapter 9: Explorer for an extensive review of how to best use this valuable tool.
Home Screens Menu
homescreensmenu.jpg_aligncenter_captionhome_screens_menu_options
The Home Screens menu contains a link to the Production Home default dashboard and the Marketing Home default dashboard.
Import Data Menu
importdatamenu.jpg_aligncenter_captionimport_data_menu_options
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|| Import from Text Files || Opens a screen to import data and templates into Control. ||
 | Import from Control XML Files | Opens a screen to import products into Control. |
Utilities Menu
utilitiesmenu.jpg_aligncenter_captionutilities_menu_options
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|| Adjust Timeclock Entries || Opens the time clock adjustment screen.
See Chapter 7 : Employees. ||
 | Move Orders and Estimates to History | Opens a pop up window with options for auto archiving records. Archiving moves records to your history. You can access them by performing one of two History searches in Explorer. | |||
 | Verify Formulas | Opens an evaluation tool that will check all formulas you have set up in your system. Click the button on the right to save this log. | |||
 | Verify Reports | Lists all reports with broken links or invalid system reports. | |||
| | VERIFY FORMULAS may take a long time to complete, depending on how many formulas you have set up. You may choose to wait until the end of your business day to use this option as you will be unable to use Control until this inventory is complete. | ||||
Reports Menu
reportsmenu.jpg_aligncenter_captionreports_menu_options
The Reports menu contains sub-menus for each of the options listed. These will be covered in detail in Chapter 15: Reporting..
reportsacctgsubmenu.jpg_aligncenter_captionaccounting_reports_sub-menu
Many of the sub-menu options also have a sub-menu with additional options.
reportsglexportsubmenu.jpg_aligncenter_captiongl_export_sub-menu
reportsstatementssubmenu.jpg_aligncenter_captionstatements_sub-menu
reportswipsubmenu.jpg_aligncenter_captionwip_reports_sub-menu
Sales and Marketing Menu
salesmktgmenu.jpg_aligncenter_captionsales_and_marketing_menu_options
The Sales and Marketing menu options will be covered in detail in Activity Manager. Selecting either the Marketing Home option or the Marketing Home button on the toolbar will take you to the Marketing home screen.
marketinghome.jpg_aligncenter_captionmarketing_home_screen
Setup Menu
setupmenu.jpg_aligncenter_captionsetup_menu_options
|| useroptions.jpg_alignleftUser Options || Allows individual options to set set by each user ||
The following options are covered in the System Setup Manual and would generally be controlled by your System Administrator.
|| machinesetup.jpg_alignleft Machine Setup || Allows setting or printers and folders that are specific to the machine (not the login) ||
| employeesetup.jpg_alignleft Employee Setup | Allows setup of employees and users of the system. | ||
| systemsetup.jpg_alignleft System Setup | Allows setup and configuration of system wide options. | ||
| accountingsetup.jpg_alignleft Accounting Setup | Allows setup and configuration of accounting options. | ||
| accountingsetup.jpg_alignleft Payroll Setup | Allows setup and configuration of payroll options. | ||
| reportingsetup.jpg_alignleftReporting Setup | Allows setup and configuration of report menus. | ||
| securitysetup.jpg_alignleft Security Setup | Allows setup and configuration of security groups. | ||
| pricingsetup.jpg_alignleft Pricing Setup | Allows setup and configuration of pricing and costing. | ||
| udfsetup.jpg_alignleft User Defined Field Setup | Allows setup and configuration of user defined data fields. |
See Also
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