Data Forms & Dialogs

Ezy Call Manager allows you to add new records to your database of modify your database through the use of Forms or Dialogs. The main difference between them is that Forms allow you to move from one form to another. In Dialogs on the other hand, you must complete the dialog and specifically close it by clicking OK or Cancel before you can do anything else.

You open these forms by using the Go To menu from the menu bar. You sometimes open the Forms or dialog by clicking the ellipsis button of other Forms.

Forms

Forms provide you access to add or modify your data. Your access depends upon your User Permissions.

Each Form also has its own Tool Bar as shown :

1. Add : Creates a new record
2. Edit/ Browse : This buttons state changes between Edit & Browse. If you are in a Browse state, clicking the Edit button allows you to edit the record. If you are in a Editing State and you did not want to accidentally amend the records, you can click the Browse button the set the form in a browsing state.
3. Delete : Deletes the currently selected record. You will be prompted before the delete.
4. Save : Saves any changes made to a record
5. Cancel : Cancel any changes or amendments made to a record.
6. Refresh : If you are using this program on a Network, you may want to see any changes made by other users on the network. Clicking this button will refresh the screen.
7. Find : Provides different Find/ Search options on the database
8. : Goes to the First, Previous, Next or Last record of the displayed record list.
9. Bookmark : If there are a lot of records displayed, you can bookmark a particular record.
10. Goto Bookmark : allows you to return to a previously bookmarked record.

Dialogs

Dialogs provide you access to add or modify your data. Your access depends upon your User Permissions. Each Dialog has 2 Tabs

1. Listings Tab : Shows all available records. You cannot edit any records here, you can only browse all records here.
2. Details Tab: Shows only the current record. In this page, you can edit or modify the record entries.

Each Dialog also has its own Tool Bar as shown :

1. Add : Creates a new record
2. Edit : This buttons brings you to the Details page and puts the database in an editing state.
3. Delete : Deletes the currently selected record. You will be prompted before the delete.
4. Save : Saves any changes made to a record
5. Cancel : Cancel any changes or amendments made to a record.
6. : Goes to the First, Previous, Next or Last record of the displayed record list.
7. Bookmark : If there are a lot of records displayed, you can bookmark a particular record.
8. Goto Bookmark : allows you to return to a previously bookmarked record.

Customer Listing Dialog

This Dialog enables you to Add, Edit and Delete customer records. The first Tab (Listing) shows you all customers in your database. Click on the Details tab to add new or edit existing customer records.

Fast Filter Dialog

This dialog enables you to quickly perform a filter. You specify the criteria you want and Ezy Call Manager displays only the records that meet your requirements and filters out the rest. The more criteria you specify, the fewer number of records will be displayed in the grid.

Products & Services Dialog

In this dialog box, you can enter your company/ business products and services. Records entered here will appear pull down list for the Product or Subject field of the Call Maintenance Form.

Responded To Listing

Ezy Call Manager provides and easy mechanism to keep track of how customer came to know about your business via the Reponded To field in the Call Maintenance.