User's Guide to Business Manager

Chapter 3: The Business Manager Program Window

Introduction

Overview

This chapter introduces you to the different controls for the Business Manager program window. These controls affect the operation of the program and the adding, editing and printing of information as well as the appearance of the window. You use these controls to tell the program what you want to do. The program then responds with an appropriate action. This chapter explains the purpose of each control and then tells you how to use each one.

As you use the Business Manager program, using these controls becomes second nature to you. You can then concentrate on the task at hand, instead of on the controls that perform the task. This chapter explains the following:

Window controls in Business Manager
Menu controls in Business Manager

Terms

We use the following special terms in this chapter:

Button

A Button is anything that appears raised in relation to the surface of the Program Window. Buttons are typically square or rectangular. You press a button when you click on it with the mouse.

Highlight

To 'Highlight' is to show that you intend to perform an operation on an item. Highlighting is also called 'selecting' when you choose an item in a menu or an object in the tree. Within Windows, an item or text is highlighted when it appears as light colored text on a dark background.

Program Window

The 'Program Window' is the area that a particular program appears in and controls.

Short-Cut Key

A 'Short-Cut Key' is a single key or key combination that selects or performs an operation without using the mouse.

Work area

This portion of the program window is where boxes and program messages appear.

Window Controls in Business Manager

The Window controls in the Business Manager program are common to all Windows programs. They include the:

Control Bar
Title Bar
Sizing Borders
Minimize Button
Maximize Button

You use these controls to change the size and location of the program window. You may find a complete discussion of these controls in the Getting Comfortable With Windows Section of your CBSI Red Book. That section of The Red Book contains a lot of important information that you'll find invaluable when working with Windows. If you are not familiar with these terms or their usage, you may wish to do a bit of reviewing.

Menu Headings In Business Manager

This section discusses the menu headings in Business Manager, and the various ways you may use them to control your program. This may seem like a lot of information. Once you actually sit down to use your program, however, you'll see that this section lays the groundwork for many of the operations you'll perform later.

The Menu Bar

Even though Menu Bars are common to all Windows Programs, the arrangement and selection of Menu Headings found on these Menu Bars differs from program to program. Figure 3 shows the menu bar for the Business Manager program:

Figure 3 - The menu bar

A Menu Heading is the word on the Menu Bar that refers to the type of menu or box that displays when the menu heading is selected. The menu bar in Business Manager contains five Menu Headings:

You can activate Pull-down menus by pressing the a key and the key corresponding to the underlined letter (In this case: F , A, L, S, H) You can activate Items in the menus by pressing the key corresponding to the underlined letter of the word within the menu.

Selecting the File menu heading displays the File menu. This menu contains options that allow you to access and commit the Application Schedule, print the Telephone Activity Reports, and exit the System Editor.
Selecting the Applications! menu heading displays the Application Configuration box. This box allows you to add, edit, or delete phone applications.
Selecting the Lines! menu heading displays the Phone Line Configuration box. This box allows you to add, change, delete, or configure the phone lines connected to your computer.
Selecting the Settings! menu heading displays the Global Settings box. This box allows you to modify general settings and phone characteristics for your system.
Selecting the Help menu heading displays the Help menu options.
Clicking on a Menu Heading displays its pull-down menu or box.

Pull-Down Menus and Boxes

Pull-Down menus are lists of options that appear when you click on one of the Menu Headings. These Pull-Down menus contain options that let you manipulate the program. Pull-Down boxes are boxes of controls that appear when you click the menu heading associated with the box. If a menu heading on the menu bar has an exclamation point (!) after it, then it is associated with a Pull-Down box.

File Menu

This menu provides you with options that allow you to access the Application Scheduler, commit the changes to the Application Scheduler, Print the Telephone Activity reports, configure your system for use with your printer, and exit the Business Manager program. Figure 4 shows the File menu:

UNDISPLAYED GRAPHIC

Figure 4 - The File menu

The following is a description of what each of the options on this menu does.

Schedule - Selecting this option allows you to view the Application Scheduler. This part of the Business Manager program allows you to build a system schedule that determines which application runs at what time, and on which phone line. Figure 5 shows an example of how the Application Scheduler looks, but it is not important yet to know what all of the controls do. For more information on using the Application Scheduler, refer to Chapter 6: "Scheduling Applications".

Figure 5 - The Application Scheduler box

Commit Schedule - This option allows you to save any changes or modifications you make to the Application Schedule. If you do not commit the changes, then the program retains the previous schedule. For more information on committing a schedule, refer to Chapter 6: "Scheduling Applications".

Print - Selecting this option displays the Report Generator box, as shown in Figure 6:

UNDISPLAYED GRAPHIC

Figure 6 - The Report Generator box

The controls in this box allow you to print a wide variety of information on the Telephone Activity Report. We'll discuss all of these controls in detail in Chapter 11: "Printing Telephone Activity Reports".
Reprint - Selecting this option displays the Report Preview window for the last report that you printed.
Print Setup - Selecting this option displays the Print Setup box. This box allows you to specify the type of printer and paper you are using to print your Telephone Activity Reports. Figure 7 shows an example of the Print setup box:

Figure 7 - The Print Setup box

You must make sure that you have the proper 'Printer Driver' (a translator between your computer and your printer) installed. If you do not have the proper Driver installed, please refer to your CBSI Red Book to see what you have to do to install a new Printer Driver.
Purge Phone Activity Log - Selecting this option allows you to erase Phone Activity Log entries from your system. These Log entries are the source for the information that appears on the Telephone Activity Report. You simply specify the date of the last Log entry you want to keep, then confirm the purge by clicking OK. This allows you to free up space on your system. For more information on Log entries and Purging, refer to the section entitled "Purging Phone Activity Log Entries".
Exit - Selecting this option allows you to leave the Business Manager program. If you've made any changes to the Application Schedule and you haven't confirmed them, an advisory message appears. This message asks you if you wish to commit the changes you made to the schedule. Before you exit, you must click the Yes or No buttons. Clicking the Cancel button returns you to the Business Manager program.

Applications!

Selecting this option displays the Application Configuration box. This box contains a listing of the phone applications you currently have, as well as controls that allow you to add, delete, or edit phone applications. Figure 8 shows an example of the Application Configuration box:

Figure 8 - The Application Configuration box

For more information on the Application Configuration box and how you use it, refer to "Chapter 5: Managing Applications".

Lines!

Selecting this option displays the Phone Line Configuration box. This box allows you to add, change, delete, and configure phone lines connected to your computer. The program uses the phone line information from this box along with the Application Schedule to determine which program to run on which phone line. Figure 9 shows an example of the Phone Line Configuration box:

Figure 9 - The Phone Line Configuration box

For more information on the Phone Line Configuration box, refer to "Chapter 4: Configuring Phone Lines".

Settings!

Selecting this option displays the Global Settings box. This box contains controls that allow you to adjust the characteristics of your phone in relation to your phone applications. This includes controls that decide how your system behaves when a caller leaves a message or presses a button on their phone. There is also a control that deletes all messages left in any phone application that are due to be erased. Figure 10 shows the Global Settings box:

Figure 10 - The Global Settings box

For more information on the Global Settings box, refer to "Chapter 12: Setting Management Options".

Help Menu

This menu provides access to the On-Line Help feature. The Help feature provides answers to questions that you might have about your Business Manager Program. On-Line means that it's accessible from anywhere in the program, unless you're already inside Help itself. The Help feature is similar to this manual. You could call it a program-accessible User's Guide.

There are two different control options provided by the Help Pull-Down menu, as shown in Figure 11:

Figure 11 - The Help Pull-Down Menu

Contents This option displays the Help chapter headings inside the Help window when selected. The Help window is the window in which the On-Line Help appears.
About This option tells you about the program. In other words, it allows you to see the Credits of the program.

Things Thus Far

Up to this point in the manual, you have seen the different parts of the Business Manager program. You've also begun to understand how each part works in relation to the others, and why they do what they do. For the rest of the manual, you'll begin to use the parts of Business Manager. Also, the controls and their purposes are detailed in the chapters to come. You may have some questions, but all will become clear as you press on.

*Button*	A Button is anything that appears raised in relation to the surface of the Program Window. Buttons are typically square or rectangular. You press a button when you click on it with the mouse.
*Highlight*	To 'Highlight' is to show that you intend to perform an operation on an item. Highlighting is also called 'selecting' when you choose an item in a menu or an object in the tree. Within Windows, an item or text is highlighted when it appears as light colored text on a dark background.
*Program Window*	The 'Program Window' is the area that a particular program appears in and controls.
*Short-Cut Key*	A 'Short-Cut Key' is a single key or key combination that selects or performs an operation without using the mouse.
*Work area*	This portion of the program window is where boxes and program messages appear.