General Functions and Features

💡These articles explain features used throughout QuickEasy BOS, such as batch updates, changelogs, custom actions, Data Filters, keyboard shortcuts, the Output button and statuses, and cover cloud hosting and each module's features.

Articles#

• Batch Updates: Describes the Batch Update screen, which changes several records at once from list views and service tickets.
• Batch Updates Tutorials: Shows how to change several records at once with a batch update, such as the status of inventory items.
• Changelogs: Describes the buttons, filters and fields of changelogs and shows how to view the changes made to a record.
• Cloud Hosting: Describes the cloud host provider, regions, scaling, backups and security behind QuickEasy BOS, with answers to common client questions.
• Custom Actions List and Edit Views: Describes how custom actions work and the buttons, filters, fields and SQL input parameters of their list and edit views.
• Custom Actions Tutorials: Shows how to create custom actions for transactions, Service Types, custom reports and global use, and add them to menus.
• Data Filters: Describes the dropdown lists, radio buttons, checkboxes and other Data Filters that narrow the records in a report or list.
• Features Overview: Lists the main features of each QuickEasy BOS module, from accounting and inventory to production planning.
• Keyboard Shortcuts: Lists the keyboard shortcuts in QuickEasy BOS: menu shortcuts, project and proposal lines, Enter and Esc, and selecting, pasting and saving.
• Output Tutorials: Shows how to print, preview, email and export from the Output button.
• Status Tutorials: Shows how to create default and unique statuses and edit, delete and reorder them.
• Statuses: Describes the buttons and fields of the status screen for Master Data modules, Status Groups and the standard colours.