Search HansaManuals.com HansaManuals Home >> Standard CRM >> Working Environment >> Modules and Registers Previous Next This text refers to program version 6.2 Modules and Registers ModulesStandard 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): 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 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. Go back to:
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