Blog

In this section you can find general product news and tips and tricks to help you get the most out of your Datafile system.

Did You Know? – Multiple Search on Landing Page

Multiple Search on a Landing Page The Find function on the Landing Page allows you to quickly filter the list to those key records based on matching the text in the Find search to displayed records on the landing page. The Find works based on matching the entered text...

Did You Know? – Alerts Via Email / Logging to Notes

Alerts Via Email / Logging to Notes - When key events happen in the system, Alerts can be setagainst any database table so that either an email can be automatically sent out to designated users, details ofthat event logged as a Note against a record or update a data...

Did You Know? – Definable Order Statuses

Better Order Tracking with definable Order Status options - You can now set up your own Order Status letter assignments to provide improved analysis and better tracking. Each of the user defined Status is set a standard equivalent and when a Status is amended prompts...

Did You Know? – Order Processing Picklist

Speed Up Document Processing - An alternative to processing document lines in batches of 10, is to set the “Picklist” option for quick confirmation of document lines and quantities. This provides a scroll bar to quickly navigate to the line required and make any...

Did You Know? – Washroom and Servicing Picklists

Picklists are on screen listings where data can be quickly sorted, edited or reviewed. These can be set up to include any item from the database. In the screenshot below, we have a list of Contracts due for renewal. Buttons can set to allow further Enquiry or access...

Did you Know? – Find Function

All Modules Quickly Find Records   On the Landing pages, if you press Ctrl-F from the keyboard the quick find box is available to type your search.This will search on any field in the grid and highlights any results.  

Did you Know? – Automatic Sign Off

All Modules Automatic Sign Off If Inactive   Where operators leave the PC unattended a ‘pause’ screen can automatically kick in after a period of inactivity. The operator then needs to enter their password to resume. An additional option now exists to sign the...

Did You Know? – Date Filtering

All Modules Whenever Selection Criteria is used on Dates to filter Reports or Picklists, rather than change the Date value each time, you can use a letter identifier. These selections can then be saved and recalled for later use. Examples Include: T - Today M - Start...

Did you Know? – Washroom Data Visualisations

You can use the Data Visualisations module to plan your Installations. The calendar entries can be previewed to show Contract details, and dates edited by mouse drag and drop subject to user permissions. An entry can be selected and full enquiry or editing performed...

Did you Know? – Weblinks in Ledger Enquiries

Web Links You can launch a website directly from Ledger Enquiries using data from your system. Some common uses for this include: Linking to a Credit Checking website such as Experian or Creditsafe from Sales or Purchase Accounts Linking to a Consigment Tracking...

Data Visualisations in Action – B3 Cricket

B3 Cricket are one of the few cricket bat manufacturers who still own their own factory and make their cricket bats in England. Their unique custom service and advanced technology means they can give every player the same level of choice as a top professional player....