Tips and tricks
Alt, Ctrl, and Function keys
Alt, Ctrl, and Function keys are important aspects of navigating through AIMsi without the use of a mouse. Depending on the keystroke sequence, combination, or function, you can access various menus and windows, search boxes, and buttons. These three options are described in more detail in Keyboard shortcuts.
Right mouse clicks
Often in AIMsi, right-clicking with your mouse on a window or box will yield additional options on a pop-up menu. For example, you may right-click to clear a selection in a drop-down box or copy a customer's email address to your clipboard. You can right-click in a grid to select from a variety of functions for the grid items, such as selecting them all. Right-clicking on a Report Catalog report setup window allows you to save those report preferences for use later.
Escape key
Press the Esc key on your keyboard to close the active window in AIMsi.
Tab key
Press the Tab key to move your cursor between items on AIMsi windows. Press Tab to move to the next box in sequence on a window and press Shift+Tab to move backward.
Date boxes
To quickly enter dates in date boxes you can do any of the following.
- Press F6 to open a calendar to select a date.
- Press T to populate the box with today's date.
- Press the En Dash (—) key (or the Minus Sign (-) key on your keyboard's number pad) to shift the date back by one day.
- Press the Equal Sign (=) key (or the Plus Sign (+) key on your keyboard's number pad) to shift the date forward by one day.
- Press Page Up to shift the date back by one month.
- Press Page Down to shift the date forward by one month.
Note boxes
To quickly add the date, time, and your user name to any notes box, press F4 on your keyboard.
List boxes
List boxes are windows you can use to search for various types of information. They display automatically, such as when you enter consignment inventory, or on-demand, such as when you press F6 in the Ledger box on the General Journal Entry window. The titles of list boxes, such as the Pick Customer window, may or may not be consistent. Often the title of the window will be relevant to the function. For example, if you start a sales invoice, the title of the Pick Customer window is Sales Invoice. If you start a layaway, the same window will display Layaway in the title bar.
Grids
Grids, or tables, display on many windows in AIMsi. Grids throughout AIMsi have several features in common.
- Grid column labels that are in bold font can be sorted. For example, on the Pick Customer window, you can click the Acct# column heading to sort the grid in order of account numbers.
- The column the grid is currently sorted on includes a Greater Than Sign (>) or Less Than Sign (<). For example, if a grid is currently sorted in ascending order on Acct#, the column heading is >Acct#. If it is sorted in descending order on Acct#, the column heading is <Acct#.
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