This topic explains how to choose whether buttons in the Coins ERP+ toolbar have text on, and describes what many of the buttons you will see on a Coins ERP+ screen do.

You can choose whether buttons in the Coins ERP+ toolbar show as images, text, or images and text. For example:

Image Only		Text Only		Image and Text

Your system administrator will have set the style to use on your Coins ERP+ system, but you can choose your own setting.

Not all buttons have the option to show text. Those that don't will always show as images, whichever setting you choose.

To choose how buttons are displayed:

Move the mouse pointer over your account image and click
User Preferences to display the User Preferences screen.
Click Open.
In the Button Style field, select:
- Default to use the style that is set up for your system.
- Icon, Text, or Both to show buttons with images only, text only or both text and images.
Click Save to save your changes.

Explanation of buttons

Not all the buttons are available on every screen: some of them may not be appropriate on a particular screen, and some of them may depend on the permissions you have been granted.

Navigation

The following four buttons are available in the button bar below a browse screen. They also appear on some detail screens. If the buttons are greyed out, this means there are no more records to display.

Button	Name	Description
	First	On a browse, takes you to the first screen of records. On a detail screen, takes you to the first record.
	Previous	On a browse, takes you to the previous screen of records. On a detail screen, takes you to the previous record.
	Next	On a browse, takes you to the next screen of records. On a detail screen, takes you to the next record.
	Last	On a browse, takes you to the last screen of records. On a detail screen, takes you to the last record.

Browse features

The following buttons are available in the button bar below a browse screen. Some of the buttons may not be available on all screens.

Name	Description
Export	Lets you export records to a spreadsheet.
Report	Lets you produce a report from the records you have filtered on.
Show All	Shows all the records in a single list with a scroll bar, rather than page by page. If you click this button, Coins ERP+ "remembers" the setting, depending on your preferences, next time you visit the page (except if there are more than 200 records).
Merge	Creates a mail merge.
Total	Sums or counts records in the current results set. What gets summed up is different for each page and can be set up by your administrator. If you click this button, Coins ERP+ "remembers" the setting, depending on your preferences, next time you visit the page (except if there are more than 200 records).
Apply Action	Applies the action you have chosen from the Choose Action drop down menu.
Refresh	Refreshes the contents of the browse.
Regenerate	Regenerates the contents of the browse - this runs the query again and takes account of any records that have changed.

Editing buttons

Name	Description
Open	Opens the record you selected to allow you to update the information (select one record only). Shortcut: Ctrl+Shift+O.
Detail	Shows additional information from the record or records you selected.
Delete	Deletes the record or records you selected.
Add	Adds a new record, for example a contract, customer account or transaction. Shortcuts: Ctrl+Shift+N, Ctrl+Shift+Space
Copy	Creates a copy of the record you selected (select one record only).
Insert	Inserts a new record above the one you selected (select one record only).
Move Up	Moves the record or records you have selected up by one row.
Move Down	Moves the record or records you have selected down by one row.
Multi-Update	Lets you multi update the value of one or more fields for multiple records.
Concurrent Update	Lets you update several records at once.
Bulk	Lets you apply bulk editing actions to the record or records you selected.

Other buttons

Name	Description
Save	Saves the changes you have made. Shortcut: Ctrl+Shift+S
Undo	Closes the record without saving your changes. Shortcut: Ctrl+Shift+U
Forward	Proceeds to the next stage of the process. Shortcut: Ctrl+Shift+X
Lookup	Shows existing choices for a field and lets you choose one. Shortcut: Ctrl+Shift+^
Audit	Shows what changes have been made (for a field), by who, and when.

Filter buttons

Name	Description
Apply Filter	Applies the filter on a search. Shortcut: Ctrl+Shift+A
Simple / Advanced Filter	Swaps between the simple filter and the advanced filter for more specific searches or to search for a range of values.
Toggle Filter	Shows or hides the filter frame (if advanced filter is active). Shortcut: Ctrl+Shift+F
Save Filter	Lets you save the current filter settings. You can recall them later using the drop-down selector.
Browse Menu (at the top left of a browse screen)	Displays a menu that allows you (among other things) to show only the records you have selected. This is useful if you have selected several separate records on different screens. You can also use this to select all the records that are shown by the current filter setting: hold down Shift and click.

Lookups

Name	Description
Lookup	Allows you to look up existing values in the database. Used for filling in fields.
Select	Uses the record in the lookup as the input to the field.
Clear	Clears the lookup field (in a disabled lookup - for information about disabled lookups see Lookups).
Calendar	Displays a calendar and allows you to choose a date to insert in a date field.

Buttons