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Toolbar

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Fields

Required Fields

For data entry, screens have a toolbar, buttons, and keyboard shortcuts. Use icons on the toolbar or their shortcut (function) keys for tasks including adding, editing, and saving records. To see a tool tip that includes any keyboard shortcut, move your cursor slowly over the icon or button.

The previous button works after the first record, and the next button works on records prior to the last record.

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Toolbar

Icon Description Function Key

(menu)

Access the online Help

F1

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Go to first record

F2

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Go to previous record

F3

Clone Icon

Clone current record to add new record

(Icon only)

Add Icon

Add a new record

F4

Edit Icon

Edit the selected record

F5

Delete Icon

Delete the selected record

F6

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Save the new or modified record

F7

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Cancel the current operation

Esc(ape)

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Go to the next record

F8

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Go to the last record

F9

 

Maximize the screen

F11

History Icon

View/hide history

(Icon only)

History Icon

View history details

(Icon only)

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Open the Attachment Manager.

(Icon only)

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Search for a record. (For some roles, this icon is available from the upper navigation bar.)

 

 

Clear a selection in a drop-down list field

Delete or

Backspace

Date Picker Button

Certain fields have a Date Picker icon to help select valid dates.

(Button only)