Menus

Many key commands open pop-up window menus, which let you define a command.

The following menus are available in ActionWare:

Key:

Menu:

Values:

Definition:

A

Add a new

C

Contact Record

 

 

N

Note (activity note)

 

 

A

Activity

 

 

R

Related activity

C

Change an existing

C

Contact Record

 

 

N

Note (activity note)

 

 

A

Activity

 

 

R

Related activity

 

 

E

Extend a note (activity note)

G

Go to a contact by

P

data in the Primary ID field (PID)

 

 

S

data in the Secondary ID field (SID)

 

 

T

data in the Tertiary ID field (RCL)

 

 

M

Marked record

 

 

R

Return to previous record

 

 

U

User trail

 

 

C

data in Company name field (COM)

 

 

N

data in contact Name field (CON)

 

 

Y

data in citY field (CIT)

 

 

Z

data in Zip field (ZIP)

 

 

1

data in telephone field #1 (TL1)

 

 

2

data in telephone field #2 (TL2)

 

 

A

data in user key A field (KY1)

 

 

B

data in user key B field (KY2)

O

Other options

F

run a Filter

 

 

O

filter Options (if filter active)

 

 

T

Transfer file options

 

 

G

Go to reports menu

 

 

Q

access to IBM's Query/400 product

 

 

E

send a message

 

 

N

send a note

 

 

L

OfficeVision/400 calendar

 

 

M

mail log

 

 

Y

work with activity plans

 

 

Z

work with activity campaigns

 

 

S

Scripting menu

 

 

R

RemoteMagic menu (no longer supported)

 

 

A

CallCenter Manager menu (no longer supported)

P

Printer Options

A

Activities and notes

  (on record being viewed)

N

Notepad (panel 8 no longer supported)

 

 

C

Full Contact Detail

S

Select Sequence

1

Primary ID (PID field)

 

 

2

Secondary ID (SID field)

 

 

3

Tertiary ID (RCL field)

 

 

P

PID Parent (Data layout 1 record)

 

 

F

Filtered records

 

 

T

ToDo activities

 

 

A

Authored activities

 

 

M

Unviewed Message activities

 

 

C

Completed activities

 

 

S

Start of current sequence

V

Select a View of data

1

Primary ID (PID field)

 

  (displays a list)

2

Secondary ID (SID field)

 

 

3

Tertiary ID (RCL field)

 

 

P

PID Parent (Data layout 1 record)

 

 

F

Filtered records

 

 

T

ToDo activity list

 

 

A

Authored activity list

 

 

M

Unviewed Message list

 

 

C

Completed activities

W

Word Processing Menu

0-9

fast path to shell letters with extensions of .LT0 thru .LT9

 

 

D

Work with all documents in the Company folder

 

 

A

Work with all Contact folders in the base folder

 

 

T

Work with Help and Misc documents in folder

 

 

W

Work with shell documents in folder

 

 

E

External Message Options

Function Keys: ActionWare assigns the most important commands to function keys. These are the keys that begin with an F and appear in a row at the top of your keyboard or on a keypad usually to the right of your keyboard. Commands assigned to the function keys appear at the bottom of a screen in what's called the ring menu.

Note: Functions keys are often called command keys as well.

Several function key commands are universal throughout the program and are listed below.

Key:

Definition:

F3

Exits out of your current procedure. Exits out of ActionWare when you are viewing the contact record screen

F12

Cancels the current procedure and returns you to the previous screen

F24

Displays more function key command assignments in the ring menu, if there are any

While your keyboard might provide 12 function keys (F1 through F12), ActionWare expands their functionality by letting you use the Shift key with selected function keys. We denote these keys in our documentation as F13 to F24. Hold down the Shift key while you press F1 thru 12.

The menu appearing at the bottom of an ActionWare screen contains a ring menu. This means that there are more function key commands available than can be displayed in the space at the bottom. Use F24 to move through the entire function key command menu. Each use of F24 on the ring menu will take you in a circular motion through all of the available function key commands.

Group Job Selection Menu: When you press the Escape key, marked Esc on your keyboard, it may open the Group Job Selection Menu. This is an optional function and would need to be setup by your System Administrator.

If our Group Job programs are setup you will be able to open up to 8 other jobs while working in ActionWare. The column on the left side lets you choose another job or session by number and the column on the right lets you open one of several OfficeVision/400 and System menus.

In current versions of the IBM Operating Systems OfficeVision/400 is no longer supported.

For authorized users there are several System function keys available from the Group Jobs screen.

KID Menu: The KID menu lists all records within a specific PID group starting with data layout 2 and than data layout 3 records. The data in the COM filed appears at the top of the screen along with the PID field information. To access the KID menu from any contact record Press: K

For the displays record information you can view the following data:

An action code is also available to perform the following actions with your desired record. Key the appropriate action code in the prompt provided and press enter. The action codes available are:

ACT:

Definition:

D

Displays selected record and starts Dial process creating a TELE outbound pending activity

T

Displays selected record and starts Take process creating a TELE inbound pending activity

C

Opens selected record in Change mode

A

Opens add new unrelated activity pop-up window for selected record

W

Opens wordprocessing menu for selected record

1-8

Displays Panels 1 through 8 for selected record (panel 8 is no longer supported)