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| Legend | Feature | Description |
|---|---|---|
| 1 | Menu Bar | Is enabled. Provides access to all functions of TFS. |
| 2 | Toolbar | Used to quickly access commonly used TFS functions. |
| 3 | Sidebar | Is enabled. Provides one-click mouse access to most TFS screens. |
| 4 | Yellow Coloured Fields | Cannot be edited. |
| 5 | Related Screen (Jump To Button) | Click to jump to a related screen. These are only available when a screen is in view mode |
| 6 | Communicate Dialog Button | Click to automatically communicate with a client, client contact, service provider, etc. The dialog allows the user to send an email, create a mail merge document or open website addresses. |
| 7 | SMS Button | Click to open the Communicate Dialog with SMS selected. NOTE: This will only work if you have |
| 8 | Edit Mode Button | Click to change the screen to Edit Mode. |
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| Anchor | ||||
|---|---|---|---|---|
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A screen can be changed to Edit Mode by clicking the Edit button. When a screen or dialog is opened in Edit Mode, the fields that can be modified are coloured white. Often a screen may display two edit buttons hence the Edit Mode button may be referred to as the (Left) Edit button.
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The Edit menu is enabled when the screen is in Edit Mode. All other menus are disabled until the OK or Cancel button is clicked.
| Legend | Feature | Description |
|---|---|---|
| 1 | Menu Bar | Is disabled except for the Edit menu. Provides access to all functions of TFS. |
| 2 | Toolbar | Is disabled except for the editing tools. Used to quickly access commonly used TFS functions. |
| 3 | Sidebar | Is disabled. Provides one-click mouse access to most TFS screens. |
| 4 | Popup button ( | Click to open a dialog related to the field. Information can be edited. |
| 5 | White Coloured Fields | Can be edited. |
| 6 | Yellow Coloured Fields | Cannot be edited. |
| 7 | Auto Complete Button ( | Click to scroll through pre-defined options available for selection. |
| 8 | OK Button | Click to change the screen to View Mode, saving all changes. |
| 9 | Cancel Button | Click to cancel any changes. The screen returns to View mode. |
