Navigation around Onyx

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Onyx utilises the Ribbon interface that you may have seen in some Microsoft Products, the aim is to group similar items together giving you the easiest access to each function.

 

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The above image is showing the functions available on the Sales tab

 

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Click on the links to carry out the described function, for example to create an invoice you would click on the ‘Sales’ tab and then click on the ‘Create Invoice’.

 

Directly underneath the ribbon is the workspace, this area is tabbed so that you can work on multiple items at once, for example, when you first start Onyx the Home, Diary and Tasks tabs are displayed, clicking on each will bring it into view (very similar to how modern web browsers work).

 

Some content that is displayed in the workspace also have their own ribbon tabs, for example if you press View/Pay Invoices, a new tab will be added to the workspace and a new tab will be added to the ribbon.

 

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Here you can see a new Ribbon tab (red) and the related workspace content (blue)

 

You will also notice that if you click a different workspace tab (the blue rectangle) the ribbon will display any related ribbon tabs, so for example, if you had chosen to view Estimates and Invoices you would have two new workspace tabs, as you clicked between the two, the ribbon would display either the Invoices Ribbon tab or the Estimates ribbon tab.  Try it, it will make sense when you see it.

 

If you right click the workspace tab you will be shown an option to close the tab (you can also press the small close button).

 

Tip... You can right click the workspace tab (blue rectangle) or double click it to rapidly display its tab ribbon.

 

Finally, within many grids is a pager (Yellow rectangle), this is used to limit the amount of data that the grid displays, it is of particular relevance if you're working across a slow network.  If the 'All' option is selected then all records are shown, if not then only 300 records (as set in Options, Application Options->Paged Grids) are shown at a time.  On some screens the amount of data is also limited by the 'View Mode' option, and on the above screen we can see that it is set to 'All (1 yr), this means that all records (whether paid or not) are shown so long as they are no more than 1 year old.  If you try to search for an invoice that is older than 1 year (in the green rectangle), you will not find the invoice, however, if the Pager is set to page the records, then the invoice will be found.  This sounds much more complicated than it is, give it a go and you'll soon make sense of it.

 

You can also select which columns to display, simply click the small button as shown to see which columns are available

 

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See also Diary Concepts