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Posted by on in Smart Tips

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.

A bit of “Santa Claus” humour to finish the year with!

Policeman vs the Kid!

On Christmas morning, a policeman on horseback came across a kid riding a brand new bike.

The policeman asked "Did Santa give you that bike".

When the kid answered “yes” the policeman said "well, next time tell Santa to put a tail light on it!" and handed the him a fine. 

As the policeman was leaving, the kid asked "did Santa give you the horse?"

The policeman jokingly said “yes” to which the kid retorted, "well, next time tell Santa to put the dick underneath the horse, not on top!"

Santa’s problems!

One Christmas, a long time ago, Santa Claus was getting ready for his annual trip; but there were problems ...... everywhere!!

Four of his experienced elves were away sick and production was lagging badly, the trainee elves couldn’t produce toys as fast as the regular ones!!

Then, Mrs. Claus popped in to tell Santa that her mother has just arrived to stay for Christmas!!

Santa went to harness the reindeer only to find three of them were lame and two had jumped the fence and run away, heaven knows where to!!

Then, just when he began to load the sleigh the doorbell rang giving him a huge surprise, several large toy-bags fell to the ground, scattering their contents all over the place!!

Needless to say, Santa Claus was in the worst of all possible moods, in terms of playing the “Bad Santa” role Billy Bob Thornton never got close to how bad tempered the real Santa was feeling this day!!

Santa went to the door expecting another problem. But when he opened it, there was a little angel with a great big Christmas tree that she had brought especially to cheer him up.

The angel greeted him very cheerfully!!

 "Merry Christmas Santa Claus. Isn't it just a wonderful day? I have a beautiful tree for you. See, isn't

it just the loveliest Christmas tree you've ever seen?”

“Oh, I see your elves are taking it really easy ahead of their Christmas break - and who is this lovely old lady, is she your mother?”

“I do believe it’s my lucky day, friendly hunters gave me some fresh meat from two reindeer they shot just down the road. I would love to share my good luck with you by giving you some of the meat for your dinner – no, looking at that huge tummy of yours I will give you it all!!!”

“By the way, where would you like me to put the Christmas tree?"

Thus began the tradition of the little angel on top of the Christmas tree!!!!!!!!!

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Season's greetings from the team at SmartTrade!

SmartTrade thanks our customers for their support during 2015 and wishes everybody a happy and prosperous 2016.

Please enjoy the read

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New SmartTrade Office V6 and Mobile features you might not know about! Putting faces to the voices of the SmartTrade customer service team!
   
Here's a brief rundown of the new features and functionality we've added in recent times. There's also a link to a full list of recent features and functionality we've added. Have a read, we bet there's a lot of stuff you didn't know SmartTrade could do! If you want to find out about any of the new stuff just call our customer service team. Our customer service team are often your first point of contact with SmartTrade so we thought it was about time you saw who you were talking to!
   
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Smart tips to make your day a bit easier! Festive season closure
   
Tips from the pro's at SmartTrade. Print off a copy and give them a go Details of when we are closed over the festive season.
   
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SmartTrade's end of year function A laugh and a half with a couple of jokes
   
Mug pics from our Xmas function. A bit of Xmas mirth!
   
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In previous newsletters we recommended that SmartTrade customers using MYOB AccountRight version 19 (or earlier versions) should not upgrade to AccountRight versions 2011 or 2012 due to the lack of an interface with SmartTrade.

MYOB has released a stable API for their desktop version 2015 and their hosted MYOB AccountRight Live versions.

SmartTrade has written the accounting interface for AccountRight 2015.4 the current MYOB desktop version.

The new interface will work with the MYOB AccountRight 2015 and AccountRight Live Premier, Plus and Standard edition. It will not work with their Essentials version.
Given MYOB will not be releasing an API for AccountRight versions 2011 and 2012 any SmartTrade users who have upgraded to AccountRight version 2011 or 2012 will need to upgrade to the latest AccountRight 2015 or Live version.
 
Please contact our support team if you have any questions.

What do SmartTrade, gangsters and cruising on a boat have in common....not a thing !! But we did combine the three for a great time at our end of year function as we spent the evening on Auckland's harbour. Calm sea, fantastic sunset in the west, full moon rising in the east - idyllic!

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