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control_how-to_guides [2019/06/14 12:05] dsummers |
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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. | 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. | ||
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===== CFL How-To ===== | ===== CFL How-To ===== | ||
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===== Installation How-To ===== | ===== Installation How-To ===== | ||
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- | * [[:how-to_install_a_update|How-to Install a Update]] | + | * [[:how-to_install_a_control_update|How-To Install a Update]] |
- | * [[:how-to_perform_a_server_swap_to_install_on_a_new_server|How-to Perform a Server Swap to Install on a New Server]] | + | * [[:how-to_perform_a_server_swap_to_install_control_on_a_new_server|How-To Perform a Server Swap to Install on a New Server]] |
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- | * [[:how-to_install_production_terminal_on_iis_7_for_windows_7|How-to Install Production Terminal on IIS 7 for Windows 7]] | + | * [[:how_to_install_production_terminal_on_iis_7_for_windows_7|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]] | + | * [[:how_to_install_web_view_on_iis_7_for_windows_7|How-To Install Web View on IIS 7 for Windows 7]] |
===== Macro/ | ===== Macro/ | ||
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- | * [[:how-to_email_departments_of_po_receipts|How-to email Departments of PO Receipts]] | + | * [[:how_to_email_departments_of_po_receipts|How-To email Departments of PO Receipts]] |
- | * [[:how-to_create_an_estimate_gollow-up_activity|How-to Create an Estimate | + | * [[:how_to_create_an_estimate_follow-up_activity|How-To Create an Estimate |
- | * [[:how-to_create_an_email_for_estimate_ffollow-up|How-to Create An Email for Estimate | + | * [[:how-to_create_an_email_for_estimate_follow-up|How-To Create An Email for Estimate |
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- | * [[:how-to_automatically_close_an_order_in_sale_macro|How-to Automatically Close an Order in Sale (Macro)]] | + | * [[:how-to_automatically_close_an_order_in_sale_28running_a_sql_report_in_a_macro_29|How-To Automatically Close an Order in Sale (Macro)]] |
- | * [[:how-to_update_udfs_using_sql_and_macro_triggers|How-to Update UDFs Using SQL and Macro Triggers]] | + | * [[:how_to_update_udfs_using_sql_and_macro_triggers|How-To 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 for Alerts and User Information]] | + | * [[:how_to_create_dynamic_or_variable_text_popups_for_alerts_and_user_information|How-To Create Dynamic or Variable Text Popups for Alerts and User Information]] |
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- | * [[:how-to_calculate_a_weekday_for_a_macro_ttrigger|How-to Calculate a Weekday for a Macro Ttrigger]] | + | * [[:how_to_calculate_a_weekday_for_a_macro_trigger|How-To Calculate a Weekday for a Macro Ttrigger]] |
- | * [[:how-to_use_udf_values_in_a_macro_trigger|How-to Use UDF Values in a Macro Trigger]] | + | * [[:how_to_use_udf_values_in_a_macro_trigger|How-To Use UDF Values in a Macro Trigger]] |
- | * [[:how-to_create_a_macro_that_only_runs_after_the_first_edit_or_recompute|How-to Create a Macro that Only Runs After the First Edit or Recompute]] | + | * [[:how_to_create_a_macro_that_only_runs_after_the_first_edit_or_recompute|How-To Create a Macro that Only Runs After the First Edit or Recompute]] |
===== Out-of-the-Box OOB Dataset Related How-To' | ===== Out-of-the-Box OOB Dataset Related How-To' | ||
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===== Parts ===== | ===== Parts ===== | ||
- | * [[:how-to_use_parts_in_selection_lists|How-to Use Parts in Selection Lists]] | + | * [[:how_to_use_parts_in_selection_lists|How-To Use Parts in Selection Lists]] |
- | * [[:how-to_bypass_report_option_prompt_for_faster_display|How-to Bypass Report Option Prompt for Faster Display]] | + | * [[:how_to_bypass_report_option_prompt_for_faster_display|How-To Bypass Report Option Prompt for Faster Display]] |
- | * [[:how-to_update_part_prices_from_excel_spreadsheet|How-to Update Part Prices From Excel Spreadsheet]] | + | * [[:how_to_update_part_prices_from_excel_spreadsheet|How-To Update Part Prices From Excel Spreadsheet]] |
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===== Pricing Form How-To' | ===== Pricing Form How-To' | ||
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- | * [[:how-to_allow_users_to_restore_overriden_values|How-to Allow Users to Restore Overriden Values]] | + | * [[:how_to_allow_users_to_restore_overriden_values|How-To Allow Users to Restore Overriden Values]] |
- | * [[:how-to_change_font_size_make_characters_bold_etc._on_pricing_form|How-to Change Font Size Make Characters Bold etc. on Pricing | + | * [[:how_to_change_font_size_2c_make_characters_bold_2c_etc._on_pricing_form|How-To Change Font Size, Make Characters Bold, etc... on Pricing |
- | * [[:how-to_create_variable_text_on_a_pricing_form|How-to Create Variable Text on a Pricing Form]] | + | * [[:how_to_create_variable_text_on_a_pricing_form|How-To Create Variable Text on a Pricing Form]] |
- | * [[:how-to_hide_fields_on_pricing_form|How-to Hide Fields on Pricing Form]] | + | * [[:how_to_hide_fields_on_a_pricing_form|How-To Hide Fields on Pricing Form]] |
- | * [[:how-to_make_decimals_show_in_number_variables_on_pricing_forms|How-to Make Decimals Show in Number Variables on Pricing Forms]] | + | * [[:how_to_make_decimals_show_in_number_variables_on_pricing_forms|How-To Make Decimals Show in Number Variables on Pricing Forms]] |
- | * [[:how-to_make_variable_formulas|How-to Make Variable Formulas]] | + | * [[:how_to_make_variable_formulas|How-To Make Variable Formulas]] |
- | * [[: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]] | + | * [[: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]] |
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- | * [[:how-to_show_inventory_levels_on_the_pricing_form|How-to Show Inventory Levels on the Pricing Form]] | + | * [[:how_to_show_inventory_levels_on_the_pricing_form|How-To Show Inventory Levels on the Pricing Form]] |
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- | * [[:how-to_link_thumbnail_images_to_selection_list_rows|How-to Link Thumbnail Images to Selection List Rows]] | + | * [[:how_to_link_thumbnail_images_to_selection_list_rows|How-To Link Thumbnail Images to Selection List Rows]] |
- | * [[:how-to_set_length_of_drop_down_lists|How-to Set Length of Drop Down Lists]] | + | * [[:how_to_set_length_of_drop_down_lists|How-To Set Length of Drop Down Lists]] |
- | * [[:how-to_trigger_recalculation_on_mouse_click|How-to Trigger Recalculation on Mouse Click]] | + | * [[:how_to_trigger_recalculation_on_mouse_click|How-To Trigger Recalculation on Mouse Click]] |
===== Products ===== | ===== Products ===== | ||
- | * [[: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]] | + | * [[: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]] |
- | * [[:how-to_create_a_new_material_category|How-to Create a New Material Category]] | + | * [[:how_to_create_a_new_material_category|How-To Create a New Material Category]] |
- | * [[:how-to_add_a_printer_to_the_cutter_list|How-to Add a Printer to the Cutter List]] | + | * [[:how_to_add_a_printer_to_the_cutter_list|How-To Add a Printer to the Cutter List]] |
- | * [[:how-to_enable_priority_tracking_on_orders|How-to Enable Priority Tracking on Orders]] | + | * [[:how_to_enable_priority_tracking_on_orders|How-To Enable Priority Tracking on Orders]] |
===== Service Tickets ===== | ===== Service Tickets ===== | ||
- | * [[:how-to_set-up_a_service_ticket_system_for_internal_ordering|How-to Set-up a Service Ticket System for Internal Ordering]] | + | * [[:how_to_set_up_a_service_ticket_system_for_internal_ordering|How-To Set-up a Service Ticket System for Internal Ordering]] |
===== Product Layouts ===== | ===== Product Layouts ===== | ||
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- | * [[:how-to_use_declare_and_case_statements_to_simplify_layouts|How-to Use Declare and Case Statements to Simplify Layouts]] | + | * [[:how_to_use_declare_and_case_statements_to_simplify_layouts|How-To Use Declare and Case Statements to Simplify Layouts]] |
===== Derived Products ===== | ===== Derived Products ===== | ||
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===== UDF Layouts And Actions ===== | ===== UDF Layouts And Actions ===== | ||
- | * [[:how-to_set-up_and_use_udfs|How-to Set-up | + | * [[:how_to_set_up_and_use_udfs|How-To Setup and Use UDFs]] |
- | * [[:how-to_display_numbers_with_decimals_in_udf_layouts|How-to Display Numbers with Decimals in UDF Layouts]] | + | * [[:how_to_display_numbers_with_decimals_in_udf_layouts|How-To Display Numbers with Decimals in UDF Layouts]] |
- | * [[:how-to_separate_udfs_into_tabbed_pages|How-to Separate UDFs Into Tabbed Pages]] | + | * [[: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 the Date of a UDF Entry]] | + | * [[:how_to_retrieve_the_date_of_a_udf_entry|How-To Retrieve the Date of a UDF Entry]] |
===== Smart Parts ===== | ===== Smart Parts ===== | ||
- | * [[:what_is_smart_parts|What Is Smart Parts]] | + | * [[:control_-_what_is_smart_parts|What are Smart Parts]] |
- | * [[:smart_part_overview|Smart Part Overview]] | + | * [[:control_-_smart_part_introduction|Smart Part Overview]] |
- | * [[:smart_part_search_variable_and_grid|Smart Part Search Variable and Grid]] | + | * [[:control_-_smart_part_filter_variable_and_grid|Smart Part Search Variable and Grid]] |
- | * [[:smart_part_search_builder|Smart Part Search Builder]] | + | * [[:control_-_smart_part_search_builder|Smart Part Search Builder]] |
- | * [[:smart_part_filter_variable_and_grid|Smart Part Filter Variable and Grid]] | + | * [[:control_-_smart_part_filter_variable_and_grid|Smart Part Filter Variable and Grid]] |
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- | * [[:smart_part_cfl_changes|Smart Part CFL Changes]] | + | * [[:control_-_smart_part_cfl_changes|Smart Part CFL Changes]] |
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- | * [[:case_study_on_creating_a_small_parts_product|Case Study On Creating A Small Parts Product]] | + | * [[:a_case_study_for_a_smart_parts_product|Case Study On Creating A Small Parts Product]] |
====== Invoicing ====== | ====== Invoicing ====== | ||
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**Sales Management** | **Sales Management** | ||
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- | - This is the approach recommended for most small and mid-sized businesses. | + | **This is the approach recommended for most small and mid-sized businesses** |
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- | * [[:how-to_create_a_credit_balance_for_a_customer_account|How-to Create a Credit Balance for a Customer Account]] | + | * [[:how_to_create_a_credit_balance_for_a_customer_account|How-To Create a Credit Balance for a Customer Account]] |
- | * [[:how-to_reset_salesperson_due_to_inactivity|How-to Reset Salesperson Due to Inactivity]] | + | * [[:how_to_reset_salesperson_due_to_inactivity|How-To Reset Salesperson Due to Inactivity]] |
===== Reports ===== | ===== Reports ===== | ||
- | * [[:how-to_generate_a_gl_export|How-to Generate a GL Export]] | + | * [[:how-_to_generate_a_gl_export|How-To Generate a GL Export]] |
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- | * [[:how-to_display_your_custom_work_order_in_production_terminal|How-to Display Your Custom Work Order in Production Terminal]] | + | * [[:how_to_display_your_custom_work_order_in_production_terminal|How-To Display Your Custom Work Order in Production Terminal]] |
- | * [[:how-to_bypass_report_option_prompt_for_faster_display|How-to Bypass Report Option Prompt for Faster Display]] | + | * [[: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|How-to Add the Pay Online Button to a Report]] | + | * [[:how_to_add_the_pay_online_button_to_a_report|How-To Add the Pay Online Button to a Report]] |
===== Accounting ===== | ===== Accounting ===== | ||
- | * [[:how-to_set-up_a_product_for_usetax|How-to Set-up a Product for UseTax]] | + | * [[:how-to_setup_a_product_for_use_tax|How-To Set-up a Product for UseTax]] |
- | * [[:how-to_set-up_to_track_vat_taxes_on_bills|How-to Set-up to Track VAT Taxes on Bills]] | + | * [[:how-to_setup_to_track_vat_taxes_on_bills|How-To Set-up to Track VAT Taxes on Bills]] |
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- | * [[:how-to_write_off_receivable_amounts|How-to Write Off Receivable Amounts]] | + | * [[:how_to_write_off_receivable_amounts|How-To Write Off Receivable Amounts]] |
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===== Payroll ===== | ===== Payroll ===== | ||
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===== Export ===== | ===== Export ===== | ||
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- | * [[:how-to_export_an_email_contact_list|How-to Export an Email Contact List]] | + | * [[:how_to_export_a_email_contact_list|How-To Export an Email Contact List]] |
===== Dashboard ===== | ===== Dashboard ===== | ||
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- | * [[:how-to_place_advanced_queries_on_the_dashboard|How-to Place Advanced Queries On the Dashboard]] | + | * [[:how_to_place_advanced_queries_on_the_dashboard|How-To Place Advanced Queries On the Dashboard]] |
- | * [[:how-to_change_station_and_assign_to_in_one_step|How-to Change Station and Assign to in One Step]] | + | * [[:how_to_change_station_and_assign_to_in_one_step|How-To Change Station and Assign to in One Step]] |
===== Explorer ===== | ===== Explorer ===== | ||
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===== Crystal Reports and Database ===== | ===== Crystal Reports and Database ===== | ||
- | * [[:how-to_create_an_odbc_link|How-to Create an ODBC Link]] | + | * [[:how_to_create_an_odbc_link|How-To Create an ODBC Link]] |
- | * [[:how-to_change_layout_features_of_reports_with_crystal_reports|How-to Change Layout Features of Reports with Crystal Reports]] | + | * [[:how_to_change_layout_features_of_reports_with_crystal_reports|How-To Change Layout Features of Reports with Crystal Reports]] |
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- | * [[:how-to_create_loops_and_case_statements_in_crystal|How-to Create Loops and Case Statements in Crystal]] | + | * [[:how_to_create_loops_and_case_statements_in_crystal|How-To Create Loops and Case Statements in Crystal]] |
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- | * [[:how_to_create_a_numeric_index_for_line_items_for_grouping_and_sorting|How To Create A Numeric Index For Line Items For Grouping and Sorting]] | + | * [[:how_to_create_a_numeric_index_for_line_items_for_grouping_and_sorting_in_crystal_reports|How-To Create A Numeric Index For Line Items for Grouping and Sorting]] |
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===== General Control Setup ===== | ===== General Control Setup ===== | ||
- | * [[:how-to_configure_to_send_email|]] | + | * [[:how-to_configure_control_to_send_email|How-To Configure Control to Send Email]] |
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- | * [[:how-to_setup_for_credit_card_processing|]] | + | * [[:how_to_setup_credit_card_processing_in_6.0|How-To Set-up Credit Card Processing]] |
- | * [[:how-to_setup_for_avalara_online_tax_processing|]] | + | * [[:how-to_setup_control_for_avalara_online_tax_processing|How-To Setup Avalara Online Tax Processing]] |
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===== SQL Knowledge ===== | ===== SQL Knowledge ===== | ||
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===== Shipping Tab ===== | ===== Shipping Tab ===== | ||
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===== Miscellaneous ===== | ===== Miscellaneous ===== | ||
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- | * [[:how-to_utilize_keyboard_shortcuts_in_to_decrease_mouse_clicks|]] | + | * [[:how-to_utilize_keyboard_shortcuts_in_control_to_decrease_mouse_clicks|How-To Utilize Keyboard Shortcuts in Control to Decrease Mouse Clicks]] |
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