Getting Around Smart

From this window you can quickly access most of the main areas of Smart. You can also use the selections on the Main Menu to get to where you want to go.

Depending on your access level some of the selections below may not be available to you.

You can open this window by selecting \Help \SMART Roadmap from the Main Menu.

Pass the mouse slowly over the unlabelled buttons to see what they do.

 

 

For more information on getting around Smart, see the Main Menu.

 

Common Shortcuts

(this section is incomplete)

Accelerator keys

Help Key

Tooltips

Choosing Report Output

This window appears when you generate a report, statement, or invoice.

  • Check Show Preview to preview the output before sending or printing it (see Report Preview, below).
  • Check Send Email to send the report as an attachment to an email in PDF format. You must have email installed and configured correctly on your workstation in order to use this facility.
  • Check Print to print the report
    • If you choose Show Preview you will have an opportunity to specify the printer to use.
    • Otherwise, you must specify a default report printer in your workstation configuration.
  • Check Fax Direct to send the report using a fax server (e.g. Zetafax).

 

Report Preview

These controls appear above the report preview.

 

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