Standard Function Buttons

Purpose

This document explains the use of the common function [buttons] that are found within Vault.

Buttons

[Button]	Explanation
	Accesses the Account Details for the selected Account
	Opens the appropriate ADD details dialog, so a new record may be added Details should be completed and the new record saved
	Displays the Audit Dialog, allowing the viewing or printing of audit records
	Cancels the report or process that is being undertaken, and returns to the main menu
	This allows the cancellation of changes made to the dialog If any changes have been made, a prompt is displayed: Clicking  will close the message and allow the changes to be saved  will close the dialog and changes will not be saved
	Clears out all of the fields in the Search Criteria and sets them back to the default state
	Closes the Browse
or	Creates a Communication or Letter for the selected record(s) The letter can then by reviewed or printed in the Communications Browse
	Creates and Prints the Communication(s) or Letter(s) to the Default Printer Note: If Dispatch Centre is used, the Communications will not be printed, and will be available for Dispatch by email
	Allows the deletion of records Confirmation of the deletion is required E.g. Click  to return to the browse without deleting the record  will delete the record If the record to be deleted is used elsewhere in the system, a message similar to the below will be displayed: Instead the record should be made inactive, so it no longer appears for selection in the browse
	Allows a record to be edited The required details should be updated and the dialog saved
	Accesses the lending accounts Enquiry Dialog to assist with credit control
	Used to export the Browse Results Grid to a CSV file The below dialog will be displayed: Browse for the required Folder, and enter the Filename  to export the grid
	Closes a process wizard. Usually only available on the final dialog
	Moves to the next dialog of a process wizard
	Where a sub record is being added,  will be presented instead of save The main record then also needs to be saved
	Presets the dialog
	Used on Report dialogs Will run the report based on the entered parameters
or	Clicking on these buttons will validate the data entered before the record is saved If there are validation errors: The errors will be displayed The record will not be saved The dialog will remain open for correction to the errors If there are no validation errors: The record will be saved If  is used, the record will also be closed If   is used, the record will remain open
	Searches the records according to the criteria entered
	Allows the setting of user access security for some browses
	Only available when accessed from a lookup Closes the browse and returns the record selected in the results grid to the lookup field

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