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Smart tips to make your day a bit easier!

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SmartTrade incorporates many time saving short-cuts, some of these are standard Microsoft short-cuts, others are SmartTrade short-cuts.

Below is a list of SmartTrade's short-cuts

SYSTEM-WIDE TIPS

Help



F1 key

Pressing the Function 1 key from anywhere in SmartTrade opens up the help file at the relevant place.

Searching



Use ENTER when
searching


If you are typing search data into a search field you can press ENTER at any time to start the search, you don’t have to scroll across to the SEARCH button.

Working in a field



If the field name has an asterisk*

Right clicking into the field will allow more features.

Home key

Move to the beginning of the current field.

End key

Move to the end of the current field.

Tab key Move to the next field in the tabbing order.

Shift+Tab keys Move to the previous field in the tabbing order.

CTRL+C keys
(Copy)
Highlight text in a field then hold down CTRL and press C to copy it to the clipboard, the text in the field is unchanged.

CTRL+X keys
(Delete)
Highlight text in a field then hold down CTRL and press X to copy it to the clipboard, the text in the field is deleted.

CTRL+V keys
(Paste)
Click into a field then hold down CTRL and press V to paste text from the clipboard into the field.

CTRL+A keys
(Select all)
Click into a field then then hold down CTRL and press A to select/highlight all text in the field.

Working in Rich     text fields

 
(i.e. those where you can choose a font and size)
CTRL+D key

Click into a rich text field then then hold down CTRL and press D to insert a data/time/name stamp into the field.
CTRL+F key Hold down CTRL and press F to open and edit a rich text field in a separate window.

Screen tips

Hide the expanded tool bar to create more screen room Click the small up arrow on the top black menu bar to hide the expanded toolbar and give you more room on your screen.
Click the arrow again to restore the menu bar.
CTRL+Tab key Move between SmartTrade screens when you have multiple screens opened.

ESC key Click on the ESC key to close the active SmartTrade screen.

Grid tips



Customising the grid

Right-click on any column HEADERS of a grid for many options for hiding columns, pinning a favourite column etc

Filtering in the grid

All of SmartTrade’s grids have a small ‘filter’ symbol on each column heading. Click this symbol to choose options to further reduce the items shown in the grid.

View the latest note in the Find Jobs grid or Find Clients grid

Right-click on a Job in the Find Jobs grid, or a Client in the Find Clients grid and choose View Latest Note from the menu. The latest note that has been added or updated will be displayed in a small box. This will let you quickly read the latest information without having to edit the job or client first.

Email tips



Choose a different email address Clicking on the “TO” button when emailing any report (e.g. invoices, quotes and orders) opens a small search screen allowing you to find all other contacts to select from.
Keep a record of the quote or invoice emails sent from the SmartTrade

While a user can confirm if a quote or invoice has been emailed out of SmartTrade by looking in the History tab as per below, they are not able to see the actual contents of the email.

To keep a “sent” record of emails dispatched from SmartTrade set up email preferences in the BCC list to send a copy to your email account.

Administration      



Monitoring who is logged in

Go to Administration => License Keys => Logged in users tab to see who are all the users currently logged in – and force them to log off if necessary.

SPECIFIC SCREEN TIPS

Working in the Job Sheet tab of a job

Select only items that have quantities to an order or invoice Ticking the top tickbox on the jobsheet twice will un-tick the items that have a zero quantity to either order or invoice.
Adding bulk line items to a job

When adding line items to a job, you are able to multi-select many rows on the “Add New Line Item” form using Shift/Ctrl keys, and then click Add to add them all in bulk (all with the quantity shown in the quantity field). This is much quicker than selecting one item and adding, then selecting the next item and adding…
Working in the Find:Invoice/Orders
/Quote screens
Open the job from the Find Invoices, Find Orders or Find Quote screens Right-click on an invoice in the Find Invoices grid and choose “Edit Job” to open this invoice’s job. You can do the same from the Find Orders and Find Quote screens.

Create a credit from the Find Invoices grid Right-click on any invoice in the Find Invoices grid and choose “Create Credit Invoice” to make an exact reversal of the invoice.
Working in the Quote screen

Accepting a Quote straight after creating it

When you have created a quote and you want to accept it straight away, create the quote and click Save, then go straight up to the Quote Status field and change to “Accepted”. This is much quicker than closing the quote, then having it find it again to accept it.
Working in the Schedule

Floating Schedule 
menu


Clicking on the Floating schedule icon in the Jobs menu opens up a floating schedule that can be moved to a second screen. We recommend using two computer screens for working in the schedule, that way you can continue working in other areas of SmartTrade while still having the schedule open.
F5 key Pressing the Function 5 key refreshed the data in the schedule.

ALT+J keys Hold down ALT key and press J to open up a list of jobs to schedule.

ALT+R keys Hold down ALT key and press R to refresh the data in the schedule

Sync the SmartTrade schedule to a Google calendar Set up Google calendar sync with SmartTrade and then set up in the preferences in Google to:
  • Receive an email with an agenda for the day – Google will send an email at 5AM each morning with the days schedule as set up in SmartTrade
  • Receive reminders – Google can send an email reminder before an appointment is due
Sync the SmartTrade schedule to an Outlook calendar If using Outlook – use the Google Calendar Sync software to add Appointments/Jobs to your Outlook calendar – this works only one-way from the SmartTrade schedule to the Outlook calendar.

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