Toolbar Icons

At the top of the Collect! screen you will see a row of icons. These buttons are a speedy way of performing the most often used operations on records and accounts.

New

Select the New icon to add a new record.

Open

Select the Open icon when you want to drill down into greater detail.

The Open command basically moves you deeper into whatever it is you are looking at.

The Open command works until you run out of things to open. Then it does nothing.

Save

To write changes to the database, select the Save icon.

If changes were made, Collect! starts a database transaction and writes the changed record to the database.

If no changes have been made to the current record, this function does nothing.

Changes are saved automatically by Collect!, so don't worry about having to select the Save button all the time.

OK

Selecting OK confirms what you are doing, saves any changes, and moves forward.

When you have a form open and you have edited the contents, OK saves the changes to disk and closes the form.

The opposite of OK is the Cancel or Escape command, which discards and exits whatever it is you are doing.

Edit

Select the Edit icon to edit the current field.

Print

Select the Print icon to print bring up the Print Report list.

Find

Select the Find icon to display the Search Criteria editing form

Dial

Select the Dial icon to begin phone dialing.

First

This function moves you to the first record. For example, if you are viewing a debtor, selecting this will take you to the first debtor in your system.

Next

This function moves you to the next record. For example, if you are viewing a debtor, selecting this will take you to the next debtor in your system.

Prior

This command moves you to the prior record. For example, if you are viewing a debtor, selecting this will take you to the prior debtor in your system.

Last

This command moves you to the last record. For example, if you are viewing a debtor, selecting this will take you to the last debtor in your system.

Delete

Select the Delete icon to delete the currently selected item.

Help

Select the Help icon to view the Help topic for the current form. This is the same as pressing F1.

Finding More Information

1. If popup help is enabled, hold your mouse over an icon to view details.

2. Select Help from the top menu bar and then select Index to search alphabetically for each of the topics you would like to explore.