Toolbar Buttons
The mobile forms include toolbar buttons that help you with common
tasks.
These forms include toolbar buttons:
- Home Page - Service
- Calendar - Service
- Work Queue - Service
- Appointment Detail - Service
- Purchase Orders
- DataSearch
- Unit Details
- Customer Details
- SRO Material Entry - Service
Note: Each form has its own set of toolbar buttons; some are common across multiple forms and
others are not.
This table lists and describes the toolbar options:
| Toolbar button | Description |
|---|---|
| Refresh | Requeries and shows the selected collection using the current filtering criteria. |
| Sign Out | Signs out the current user. |
| User Information | Opens the User Information mobile form, which you can use to change your password, email address, or the full descriptive name associated with your user ID. |
| Image | Opens the Attachments form, where you can view and import documents to associate with an appointment, customer, or unit. |
| Purchase Orders | Opens the Purchase Orders mobile form, which you can use to add or update a purchase order. |
| Quotes | Opens the Quotes mobile form, where you can create and maintain quotes for service orders and opportunities. |
| Create Service Order | Opens the Quick SRO Create mobile form, where you can quickly create service orders. |
| DataSearch | Opens the Mobile DataSearch form, where you can you can perform a quick search. |
| Back | Closes the current form and reloads the previous form. |
| SX.e Catalog/Non-Stock Query | This button is represented by a shopping cart and opens the SX.e Catalog/Non-Stock Query form. |