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Quantum VS Help: Introduction |
This chapter guides you through the desktop layout and main features of Quantum VS:
This section describes the desktop layout of Quantum VS (a) when you first open the application and (b) when a document (or record) is open.
This section guides you through the various main desktop elements:
Home Tab: Your starting point when using Quantum VS.
Tabs Area: Navigate between open documents and records.
Main Work Area: Work on open documents and records.
Properties Area: Additional information and features for open documents and records.
Finder: Locate and view documents and records.
This section explains how you can adjust, resize and display the desktop and elements to suit your working methods.
This section outlines the features which can be accessed from the Mega Menu and Toolbar:
The Mega Menu is a 'smart' menu which gives you access to your most-used features no matter which screen or area of Quantum VS you are working in.
The Toolbar - Main Menu offers you quick and easy access to the most commonly used functions available within Quantum VS.
The Toolbar - Sub Menu gives access to additional functions. The Sub Menu is context-sensitive - its content will vary depending on the type of document or record which is open. Its content will also depend on your system configuration, user access rights and user settings.
This section gives some general advice on working with documents and control records, including:
What Document And Control Record Types Are Available?
Creating A New Document
Opening An Existing Document Or Control Record
The Finder - and other search features such as Quick Search - allow the user to locate saved documents and records. Once a document/record has been located it is a simple matter to either add it (e.g. a Customer, Product or Supplier) to an open document, or to open a document/record in its own tab for viewing/editing. This section covers:
Using The Context-Sensitive Finder: The quickest way of finding details (e.g. customers, products, suppliers etc.) to add to open documents.
Adding Finder Items To Documents: Quickly add items listed in the Finder to open documents.
Using Quick Search: Another way to add items to open documents or view a document/record in a separate tab.
Opening Documents Using The Finder: After locating a document/record you may open it in a separate tab for viewing or editing.
Finder - Standard Search: Use the Finder's main toolbar features to locate documents/records.
Finder - Advanced Search: Use the Finder's Advanced features to sort and filter search results.
There are various methods at your disposal which will speed up your working practices, enabling you to create and edit documents and records with ease. This section covers:
Quantum VS Function Keys
Keyboard-Based Working
As well as closing the application, the following methods of logging out of Quantum VS are available:
Logging Out Of Your Quantum VS Session: This logs you out of Quantum VS without closing the application.
Logging Other Users Out Of Quantum VS: Users with sufficient user privileges may log other users out of Quantum VS.
This section describes procedures useful in overcoming problems you encounter with files and documents in Quantum VS.