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This text refers to program version 6.2  

Modules and Registers

Modules
Standard CRM is divided into several different areas, or modules. Each module corresponds to a different department in a normal company. Each one contains the tools that the equivalent company department requires to carry out its daily tasks.

To change to a different module, click the [Module] button in the Master Control panel, or use the Ctrl-0 (Windows) or ⌘-0 (Mac OS X) keyboard shortcuts. The following list window appears (if you have any Value Packs or Extra Features, you may see more modules than are shown in the illustration):

Choose a module by double-clicking. If you prefer to use the keyboard and you are using Mac OS X, type the first few characters of the name of the module you want and then press the Enter or Return key. If you are using Windows, type the first letter of the module that you want as many times as necessary and then press the Enter or Return key. For example, referring to the illustration above, to select the System module, type the letter S three times. On all platforms, you can also use the arrow keys on your keyboard to help with navigation.

As soon as you change module, the register buttons in the lower part of the Master Control panel will change to represent the registers in the new module. If you have any list windows open (e.g. lists of settings, documents or reports, their contents will change as well.

Registers
Each module contains a number of Registers or Files, in which your data is stored. You can open each register using the buttons in the bottom section of the Master Control panel. The following illustration shows the registers available in each module (if you have any Value Packs or Extra Features, some modules may contain more registers than are shown in the illustration). The exact contents and the use of each register is explained in the appropriate sections of these web pages.

To work with a register (for example, if you need to enter a new Quotation), first go into the appropriate module using the [Module] button in the Master Control panel or the Ctrl-0/⌘-0 keyboard shortcut. Click the relevant register button in the bottom section of the Master Control panel. A browse window will open, listing all the existing records in the register (in this example, all Quotations). Then, click [New] in the Button Bar and a blank record window will appear in which you can enter a new record.

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