Common Interface Components
Throughout the program you will find many common features. Let's start with the Tool Bar menu at the top of the screen. The buttons displayed will change depending on the type of screen or view you are using. The next screen shot is of the tool bar when the Member Details view is open. It just so happens that the Family Name field is selected to so a button named "Open Families" is shown to allow you to view the Family record related to this member. Starting at the left item on the screen is the NEW button which will allow you to open a screen with all entries blanked out and ready to add a record. If you happen to click the bottom half of this button a menu will pop out letting you choose the type of data for which you want to add a new record.
NOTE: When you click the bottom half of a NEW button, a drop down menu will let you choose the type of Data you want to update with a new record.
Next to the NEW button you will sometimes see a CLONE button. When you click the Clone button a details view will be shown with the same data as the record selected when you clicked the Clone button.
Say for example you wanted to add several attendance records for the same Member of a Class. Click the Clone button and then just change the Attendance date for the new cloned or copied record.
When you begin adding or editing a record the Save button will be enabled. In the screen shot above it is disabled because no changes have been made yet. The Save and Close button will commit the changes and close the screen you were editing returning to the List view. The Save and New button will save the changes but keep the screen open ready to add another record. The Deleted button will - after prompting, remove the selected record from the database. In many screens I have set rules, such as an item may not be blank or must be unique. These rules will be checked when you Save a record, but if a Validate button is visible you can check the rules by clicking the button. The Refresh button is most useful if using the program on a Local Area Network (LAN) for example to show changes others users may have made that were not yet shown on the screen. The Rest View Setting button is useful if you have made changes to the layout of a screen and it will restore the screen to the original design. The Show In Report button will be displayed if the Data Type has any reports set with Is In Place Report check box enabled. The report will be launched with the selected record(s) included in the Report. The next button, Show In Document is similar to Show in Report but is for Mail Merge Type documents. The Arrow buttons just let you move from one record to another and the Close button will close the screen and return you to the related view.
The Tool Bar above is slightly different, as it happens to be from a List View of records. Notice the Text to Search button. Enter a word or phase in this box and the list will be filtered to
show only records with that text. After searching click the X button to remove the filter and show all records again.
There are two additional tabs on the Main Tool Bar. The View Tab contains a number of features to let you change the appearance of the program to suit your needs. You can change the size of fonts, colors and styles and more. When you choose The Bezier theme from the Appearance box a Theme Options button will be displayed to let you choose from additional color palettes.
The Tools option only has one button labeled Edit Model. The ability to Edit the Model of the program is very powerful but also allows you to make unintended changes easily. I strongly recommend making a backup of the Model file before using the Edit Model for any purpose.
The next Tool Bar is shown when viewing a Report in Preview mode. The options on this tool bar allow you to zoom in or out, Export the report to a file and save it for later use, or Export a file and launch your email program to send it as an attachment.
The new Mail Merge feature adds yet another Tool Bar, or actually multiple Tool Bars. Below is a glance at those buttons.
Next lets look at the Navigation Bar. This vertical bar on the left of the screen allows you to move between the different parts of the program easily. The Bar has several sections with buttons under each section. The Admin section includes a button to access the Calendar of Events, change your password, and setup Roles and Users.
The Main Files are the ones you will work with most often. They include Attendance, Attendance Count Only, Contributions, Contributions Summary, Expenses, Families, Library, Members, and Prayers.
Related tables are helpful because they provide the values for many drop down lists to speed data entry in the Main Tables and insure data consistency. Lookup or Related Tables include Classes, Expense Types, Fund Names, Groups, Important Dates, Library Loans, Payees and Talents.
The final Navigation section is for Reports and includes buttons to access Dashboards, Classic Reports, New Style Reports, and new Mail Merge Templates.
Grids in the List Views have many common features - most of which will only be available when you right click on a column header. If you click your left mouse button on a column header you can sort the list by that column in either direction. You can also access the filter feature by clicking in a column header. The filter will be different according to the type of data in the selected column, as in the screen shots below.
When you create a filter you can clear the Filter by clicking the button. Don't forget the filters you create are also show at the bottom of the grid screen. When finished you will want to click the X to remove the filter.
When you right click on a column header the menu shown below pops up. We will go through the options available on that menu next.
The first 3 options an the grid menu are related to sorting for the selected column. The next set of options have to do with the columns in the grid. You can hide columns one at a time or use the Column Chooser to configure several columns visibility at one time. You can also use this menu option to set width of columns.
Next you have the options to group on a column and can show the Group By box. This could be helpful to group members by type or status and so on.
The above screen shows the list grouped on Status and Collapsed. Let's now add the Group By Box.
Now when we click on the column we have grouped on additional options are available such as Full Expand, Full Collapse as well as the Ungroup option and the Hide Group By Box.
Note in the next screen shot I have added the Auto Filter Row. Here I can type a value and instantly filter the grid based on the value I types in the search area. You can also change the search or filter operator for example from Contains to equal. I have already filtered on Head of Household equals Yes and now I can add Include in Mailing = Yes to filter the grid even more. You get the idea.
Now the filter I created using the Auto Filter row is visible at the bottom of the screen. I can use the Filter Editor option to view or change this filter - or create an entirely new filter.
By default the Filter Editor uses AND to string together conditions for a filter. I could click on the And and change it to Or to show records where EITHER head of household or Include In Mailing is a Yes. I could click on the Contains operator in Green to change it to Equals, and so on. The Text tab just shows the filter you could create by typing the same values as you select visually.