Navigation in the System

The application user interface is designed to be intuitive and easy to use. At the same time, you have flexibility to customize the system and set your own preferences.

You can use these areas of the application for navigation:

  • Use the Explorer to locate and open forms. You can also customize the way you organize and use forms to reflect your preferences.

    See Using the Explorer.

  • Use your keyboard to navigate and work in the system.

    See Keyboard Shortcuts.

  • Context menus, often called "right-click menus," are shortcuts to perform actions on the current field or value.

    See Context (Right-Click) Menus.

  • Get help when you need it, quickly and easily. Context-sensitive help is available on most forms.

    See Using the Help

  • You can customize many aspects of the user interface. For example, you can select different colors and fonts.

    See Setting user preferences in the Windows client.