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Screen elements

Updated over 2 months ago

Button

Action

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Show or hide the treeview menu. Shortcut: Ctrl+Shift+<

Show or hide your COINS Desktop. Only available if you are set up to use the desktop. Shortcut: Ctrl+Shift+!

A popup menu shows a list of minimised frames. Click one to restore it.

Select other Coins products.

Search Coins ERP+ for specific information. Shortcut: Ctrl+Shift+?

Show the Report Status screen in a new window. A red indicator shows if you have unread print requests.

A popup menu shows a list of recent reports. Click a report title to view the report.

User menu items

Click your display name or profile picture in the page banner to display the user menu.

Menu Icon

Title

Action

Activity Workbench

Open your Activity Workbench by clicking the menu option. If you have new (unread) actions, an indicator shows how many.

The menu item popup menu shows the outstanding actions. To view details of an action or appointment, click the item in the popup menu.

User Preferences

Change your user preferences, such as how Coins ERP+ remembers your filter settings and how buttons appear.

Change Password

Change your Coins ERP+ login password.

Change Profile

Change the display name and profile picture shown in the header.

History

Show a separate menu of recently used functions.

Run one of the functions or add them to your COINS Desktop as tiles.

Email Link

Email someone a link to the current page.

Documentation

Open the Coins Help Portal in a new tab or window.

Toggle Help

Show or hide the side-frame help. Shortcut: Ctrl+Shift+>

Logout

Log out of COINS.

Minimise Frames

Minimise all open frames to the function bar. Only available if you have at least one frame open.

Restore Frames

Restore all minimised frames to their previous size. Only available if you have at least one frame open.

Browse menu

Click the menu icon in the top left corner of a browse to show the following (where permitted):

  • Show Selected/Show All - click to show the selected records, or Shift+click to select all records.

  • Query Editor - if you have access to Query Editor, open the query for the current page in the Query Editor

  • Maximise - open an inline browse on a tabbed page in a frame to see more records. The inline browse is refreshed when closed.

  • Column Sets (if enabled for the browse) - select and maintain column sets.

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