Function Buttons

The SedonaOffice Function Buttons activate various functions, options and shortcuts to the User.  Depending on which form is currently displayed, some of the Function buttons may be dimmed-out and unavailable for use.  When hovering the mouse over a...

This button is used to enter New Data and is only available for use on data entry forms where a New button exists on the form.  For example when selecting the Cancellations option from the Client Management module, the Cancellation Queue is displaye...

This button is used to Save Data and is only available for use on data entry forms where a Save, Update, Add or Apply button exists on the data entry form.  The User may also press CTRL-S to save data. ...

This button is used to Delete data and is only available where deletion of a data item is allowed by the application and the User has permissions to delete the data type.   For example if a Customer Site record is being viewed and the User pres...

The Print Preview button is only available when a report is available for information currently being viewed.  The report will be displayed in Preview mode. In the example below, a Customer Explorer record was being viewed displaying a list of cus...

The Print button is only available when a report is available for information currently being viewed.  Depending on the report available for the item selected, sometimes the report will be sent directly to the default printer and other times the rep...

Copy and Paste Buttons Copy Button If a section of text is highlighted on a data entry form and the User presses this button or CTRL-C, the highlighted information will be copied to the windows clipboard; this information may be pasted i...

Quick Search Button Selecting the Quick Search button will open the Customer Lookup form.  This form is used to locate and open a customer explorer record using multiple search options.  For more information on using the Quick Search, please r...

Customer Tree Button Pressing the Customer Tree button will open the corresponding Customer Explorer record for the record being viewed.  For example if a Job record is being viewed, selecting this option will open the Customer Explorer reco...

Refresh Data Button Pressing the Refresh Data button will update information currently being viewed.  For example if the User just saved a miscellaneous invoice created from the Customer Explorer record and wanted to refresh the customer’s A...

Show/Hide Main Tree Button Pressing the Show/Hide Main Tree button will hide the Main Application Tree.  A User may display or hide the Main Application Tree at any time by pressing this button. ...

Inner Office Messaging Button Selecting the Inner Office Messaging button will open the Inner Office Message Queue.  For more information on Inner Office Messaging, refer to this topic in the Client Management section of SedonaOffice Help. ...

Map Location Button If Microsoft MapPoint software is installed on the workstation, selecting this option button will display a map for the address of the record currently being viewed.  If MapPoint is not installed at the workstation, Google ...

Spell Check Button SedonaOffice uses the spell-check feature of Microsoft Office.  If an area of text is highlighted then the Spell Check button is pressed, the Microsoft Office Spell-Check function will be launched to check for spelling error...

Journal for this Item Button When the Journal for This Item option button is pressed, the Journal Entry made to the general ledger will be displayed for the item currently being viewed.  In the example below, a customer invoice is being viewed...

OPT Button When the OPT button is selected, the OPT Main Menu form (with customized buttons) will be displayed.  This is an add-on feature contracted through OPT Business Services (a SedonaOffice Partner).  The OPT Button and Menu is activated...

SQL Button Selecting the SQL option button will open the SQL Query tool. For Users familiar with SQL query language, this option is used to query data stored in tables of information within the SedonaOffice database.  User permissions are requ...

Create Support Ticket Selecting this option will launch the User's web browser to a temporary web page which will display information on how to contact the SedonaOffice support team for assistance. ...

SedonaOffice Help Button Selecting this option will display a help program built into the SedonaOffice application.  This tool is used to search for and display information related to options and functions within the SedonaOffice application....

SedonaSupport Live Assist Selecting this option will open the workstation’s web browser to http://www.gotoassist.com/ph/sedonaoffice.  This option is used when a SedonaOffice support representative requests access to view your desktop to assi...

SedonaOffice Website Selecting this option will open the workstation web browser to the BoldGroup main web page. ...

Online Documentation Selecting this option will open the workstation web browser to the Training and Reference Documents page of the SedonaOffice website.  Users may view and download documentation directly from this location. Important...

Previous Customer Button While viewing a Customer Explorer record, if the Previous Customer function button is clicked, the application will open the previous (numeric) Customer Explorer record.  This option is only available if your customer ...

Next Customer Button While viewing a Customer Explorer record, if the Next Customer function button is clicked, the application will open the next (numeric) Customer Explorer record.  This option is only available if your customer numbers cont...